Position in BEAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$362,041
+$121,358 QoQ
Shares Held
10,549
+4.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#155
of 274 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WEALTH EFFECTS LLC holds $15,582,612 across 10 Biotechnology names. BEAM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
147,300 | $12,006,423 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
121,850 | $1,066,796 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
11,000 | $604,340 | |
| 4 | HUMA |
Humacyte, Inc.
|
693,920 | $541,257 | |
| 5 | ALT |
Altimmune, Inc.
|
122,650 | $372,856 | |
| 6 | BEAM |
Beam Therapeutics Inc.
This page
|
10,549 | $362,041 | |
| 7 | GLUE |
Monte Rosa Therapeutics, Inc.
|
10,099 | $244,395 | |
| 8 | IMRX |
Immuneering Corp
|
40,100 | $200,099 |
All Filings in BEAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,041 | 10,549 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||