Back to BEAM

Next Level Wealth Planning, LLC → BEAM

Next Level Wealth Planning, LLC BEAM Position History

Beam Therapeutics Inc.

Quarters held
2
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$807
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K118——
Q3 2026$80733——

Other funds holding BEAM

Other Next Level Wealth Planning, LLC positions

VGES

VANGUARD INDEX FDS

$66.9M
VGES

VANGUARD INDEX FDS

$60.4M
VGES

VANGUARD INDEX FDS

$58.5M
VGES

VANGUARD INDEX FDS

$56.9M
CRDO

DIMENSIONAL ETF TRUST

$22.9M
VGES

VANGUARD INDEX FDS

$21.4M
CRDO

DIMENSIONAL ETF TRUST

$20.8M
CRDO

DIMENSIONAL ETF TRUST

$20.7M