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WCG Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

WCG Wealth Advisors’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
Q1 		$1.19M Buy
50,119
+10,202
+26% +$283K 0.03% 349
2025
Q4 		$1.11M Buy
39,917
+15,755
+65% +$402K 0.03% 349
2025
Q3 		$586K Buy
+24,162
New +$481K 0.04% 277

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WCG Wealth Advisors's BEAM Position: Q1 2026 in Review

WCG Wealth Advisors increased its Beam Therapeutics (BEAM) stake by 26% in Q1 2026, buying an estimated $283K and bringing the position to 50,119 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #349.

WCG Wealth Advisors first reported a position in BEAM in Q3 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • WCG Wealth Advisors held 50,119 shares of Beam Therapeutics worth $1.19M as of Q1 2026.
  • WCG Wealth Advisors bought 10,202 Beam Therapeutics shares in Q1 2026, an estimated $283K.
  • Beam Therapeutics made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #349 holding.
  • WCG Wealth Advisors first reported a position in Beam Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.