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Tompkins Financial’s Beam Global BEEM Stock Holding History

Tompkins Financial’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$10 – 550
2025
Q1 		$10 Hold
5
– – ﹤0.01% 565
2024
Q4 		$16 Hold
5
– – ﹤0.01% 529
2024
Q3 		$25 Hold
5
– – ﹤0.01% 578
2024
Q2 		$23 Hold
5
– – ﹤0.01% 586
2024
Q1 		$34 Hold
5
– – ﹤0.01% 628
2023
Q4 		$35 Hold
5
– – ﹤0.01% 648
2023
Q3 		$37 Hold
5
– – ﹤0.01% 583
2023
Q2 		$52 Hold
5
– – ﹤0.01% 601
2023
Q1 		$80 Buy
+5
New +$83 ﹤0.01% 629

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tompkins Financial's BEEM Position: Q2 2025 in Review

Tompkins Financial sold out of Beam Global (BEEM) in Q2 2025, closing a stake of 5 shares — an estimated $10 sold.

Tompkins Financial first reported a position in BEEM in Q1 2023 and held it in 9 quarters. The position peaked at $80 in Q1 2023. 39 funds tracked by Wall St. Rank hold BEEM as of Q2 2025.

  • Tompkins Financial reported no remaining Beam Global position as of Q2 2025 after selling out during the quarter.
  • Tompkins Financial sold 5 Beam Global shares in Q2 2025, an estimated $10.
  • Tompkins Financial first reported a position in Beam Global in Q1 2023 and held it in 9 quarters.
  • Tompkins Financial's Beam Global position peaked at $80 in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Beam Global as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.