Thrive Wealth Management
BEAM icon

Thrive Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Thrive Wealth Management’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,177
Closed -$281K – 263
2026
Q2 		$281K Buy
+8,177
New +$247K 0.04% 204
2026
Q1 		– Sell
-8,488
Closed -$235K – 235
2025
Q4 		$235K Buy
+8,488
New +$217K 0.03% 207
2024
Q2 		– Sell
-6,925
Closed -$229K – 218
2024
Q1 		$229K Buy
+6,925
New +$216K 0.05% 193

Other funds holding BEAM

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Thrive Wealth Management's BEAM Position: Q3 2026 in Review

Thrive Wealth Management sold out of Beam Therapeutics (BEAM) in Q3 2026, closing a stake of 8,177 shares — an estimated $281K sold.

Thrive Wealth Management first reported a position in BEAM in Q1 2024 and held it in 3 quarters. The position peaked at $281K in Q2 2026. 19 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Thrive Wealth Management reported no remaining Beam Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 8,177 Beam Therapeutics shares in Q3 2026, an estimated $281K.
  • Thrive Wealth Management first reported a position in Beam Therapeutics in Q1 2024 and held it in 3 quarters.
  • Thrive Wealth Management's Beam Therapeutics position peaked at $281K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.