Virtue Capital Management, LLC BEEM — BEAM GLOBAL

Ownership history in Virtue Capital Management, LLC  ·  9 quarters on record

AI Ownership Summary

Virtue Capital Management, LLC reported BEAM GLOBAL (BEEM) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows BEEM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BEEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtue Capital Management, LLC's position in BEAM GLOBAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BEEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEEM stock page Virtue Capital Management, LLC fund profile Virtue Capital Management, LLC full holdings
How Virtue Capital Management, LLC held BEEM — position size vs. price
% of Fund (quarterly)    BEEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,000 +34,723 +227.3% 0.01% $68K 2026-05-07 $1.89
2025 Q4 REDUCED 69.4% -2.0% ✅ 15,277 -34,723 -69.4% 0.13% $855K 2026-02-12 $1.41
2025 Q3 UNCHANGED — — — 50,000 — 0% 0.02% $144K 2025-10-31 $2.60
2025 Q2 UNCHANGED — — — 50,000 — 0% 0.01% $73K 2025-08-13 $2.42
2025 Q1 UNCHANGED — — — 50,000 — 0% 0.01% $101K 2025-05-15 $1.97
2024 Q4 ADDED — — — 50,000 +40,000 +400.0% 0.03% $158K 2025-02-26 $2.39
2024 Q3 UNCHANGED — — — 10,000 — 0% 0.01% $49K 2024-11-18 $4.35
2024 Q1 UNCHANGED — — — 10,000 — 0% 0.01% $56K 2024-05-15 $6.25
2023 Q4 INITIATED — — — 10,000 — — 0.01% $62K 2024-02-15 $7.94

🏢 Other funds also holding BEEM

As of 2026 Q1 — sorted by position size

INTEGRITY WEALTH ADVISORS, INC. 0.73% INTEGRITY WEALTH ADVISORS, INC. 0.24% Green Alpha Advisors, LLC 3Y 0.06% R Squared Ltd 0.01% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Marex Group plc 0.0% SHUFRO ROSE & CO LLC 3Y 7Y 0.0% PFG Investments, LLC 0.0% JNBA Financial Advisors 3Y 7Y 0.0% NFSG Corp 3Y 0.0%

FAQ About Virtue Capital Management, LLC and BEEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virtue Capital Management, LLC reported owning BEEM?

Virtue Capital Management, LLC reported BEEM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BEEM position in Virtue Capital Management, LLC's portfolio?

The largest reported portfolio weight for BEEM was 0.13% in 2025 Q4.

What is the latest reported BEEM position on this page?

The most recent filing on this page is 2026 Q1, when Virtue Capital Management, LLC reported 50,000 shares, equal to 0.01% of portfolio, with an estimated market value of $68K.

What does the chart on this BEEM ownership page compare?

The chart compares Virtue Capital Management, LLC's quarterly BEEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Virtue Capital Management, LLC time their BEEM position?

Based on 13F filing dates vs. subsequent BEEM price moves, Virtue Capital Management, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on BEEM relative to SPY over the holding period was -56.3%.

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