Thrive Wealth Management, LLC

Position in BEAM — Beam Therapeutics Inc.

CIK 1847610 AUDUBON, PA

Position in BEAM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$280,634

+$45,347 QoQ

Shares Held

8,177

-3.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $489,887 across 4 Biotechnology names. BEAM ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEAM	Beam Therapeutics Inc. This page	8,177	$280,634
2	EDIT	Editas Medicine, Inc.	33,500	$108,540
3	CRBU	Caribou Biosciences, Inc.	32,000	$56,320
4	OABI	OmniAb, Inc.	18,046	$44,393

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,634	8,177	-3.7%	Shares	Sole	2026-07-07
2025-12-31	$235,287	8,488	+22.6%	Shares	Sole	2026-01-12
2024-03-31	$228,802	6,925	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.