WCG Wealth Advisors LLC

Position in BEAM — Beam Therapeutics Inc.

CIK 1855713 LAS VEGAS, NV

Position in BEAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,927,823

+$733,488 QoQ

Shares Held

56,172

+12.1% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#87

of 274 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $3,438,407 across 4 Biotechnology names. BEAM ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEAM	Beam Therapeutics Inc. This page	56,172	$1,927,823
2	CRSP	CRISPR Therapeutics AG	11,400	$621,756
3	CAI	Caris Life Sciences, Inc.	34,736	$618,995
4	RXRX	Recursion Pharmaceuticals, Inc.	73,524	$269,833

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,927,823	56,172	+12.1%	Shares	Sole	2026-08-14
2026-03-31	$1,194,335	50,119	+25.6%	Shares	Sole	2026-05-12
2025-12-31	$1,106,499	39,917	+65.2%	Shares	Sole	2026-02-10
2025-09-30	$586,411	24,162	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.