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Creative Planning BEAM Position History
Beam Therapeutics Inc.
Quarters held
5
Latest value
$425K
Q3 2026
Peak value
$650K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $401K |
| Q2 2026 | $6K |
| Q2 2026 | $650K |
| Q3 2026 | $391 |
| Q3 2026 | $425K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $425K | 17.4K | — | — |
| Q3 2026 | $391 | 16 | — | — |
| Q2 2026 | $650K | 18.9K | — | — |
| Q2 2026 | $6K | 168 | — | — |
| Q1 2026 | $401K | 16.8K | — | — |