Position in BEAM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$240,683
-$25,429 QoQ
Shares Held
10,100
+5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026WEALTH EFFECTS LLC holds $11,242,442 across 8 Biotechnology names. BEAM ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
143,300 | $8,984,910 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
118,350 | $907,744 | |
| 3 | ALT |
Altimmune, Inc.
|
131,950 | $406,406 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
12,000 | $398,640 | |
| 5 | BEAM |
Beam Therapeutics Inc.
This page
|
10,100 | $240,683 | |
| 6 | GLUE |
Monte Rosa Therapeutics, Inc.
|
10,099 | $166,128 | |
| 7 | HUMA |
Humacyte, Inc.
|
204,500 | $124,131 | |
| 8 | AUTL |
Autolus Therapeutics plc
|
10,000 | $13,800 |
All Filings in BEAM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,683 | 10,100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $266,112 | 9,600 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $223,284 | 9,200 | Shares | Sole | 2025-10-28 | |
| 2021-12-31 | $215,163 | 2,700 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||