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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
Q2 		$1.93M Buy
56,172
+6,053
+12% +$183K 0.05% 310
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 $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

WCG Wealth Advisors's BEAM Position: Q2 2026 in Review

WCG Wealth Advisors increased its Beam Therapeutics (BEAM) stake by 12% in Q2 2026, buying an estimated $183K and bringing the position to 56,172 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #310.

WCG Wealth Advisors first reported a position in BEAM in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • WCG Wealth Advisors held 56,172 shares of Beam Therapeutics worth $1.93M as of Q2 2026.
  • WCG Wealth Advisors bought 6,053 Beam Therapeutics shares in Q2 2026, an estimated $183K.
  • Beam Therapeutics made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • WCG Wealth Advisors first reported a position in Beam Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.