Generali Investments Towarzystwo Funduszy Inwestycyjnych BEAM — BEAM THERAPEUTICS INC

Ownership history in Generali Investments Towarzystwo Funduszy Inwestycyjnych  ·  6 quarters on record

AI Ownership Summary

Generali Investments Towarzystwo Funduszy Inwestycyjnych reported BEAM THERAPEUTICS INC (BEAM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.66% in 2025 Q3. The latest visible filing shows BEAM at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Generali Investments Towarzystwo Funduszy Inwestycyjnych's position in BEAM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BEAM was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEAM stock page Generali Investments Towarzystwo Funduszy Inwestycyjnych fund profile Generali Investments Towarzystwo Funduszy Inwestycyjnych full holdings
How Generali Investments Towarzystwo Funduszy Inwestycyjnych held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 42.1% -29.4% ✅ 22,000 -16,000 -42.1% 0.30% $755K 2026-07-22 $26.64
2026 Q1 REDUCED 15.6% +46.7% ❌ 38,000 -7,000 -15.6% 0.47% $906K 2026-04-21 $30.69
2025 Q4 REDUCED 11.8% -14.0% ✅ 45,000 -6,000 -11.8% 0.61% $1.2M 2026-01-26 $30.95
2025 Q3 UNCHANGED — — — 51,000 — 0% 0.66% $1.2M 2025-11-03 $24.25
2025 Q2 ADDED — — — 51,000 +6,000 +13.3% 0.45% $868K 2025-07-31 $19.71
2025 Q1 INITIATED — — — 45,000 — — 0.56% $879K 2025-05-09 $17.41

🏢 Other funds also holding BEAM

As of 2026 Q3 — sorted by position size

Beacon Financial Strategies CORP 0.08% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.04% Concurrent Investment Advisors, LLC 0.01% SteelPeak Wealth, LLC 3Y 0.01% TEMA ETFS LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Vontobel Holding Ltd. 3Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% NFSG Corp 3Y 0.0%

FAQ About Generali Investments Towarzystwo Funduszy Inwestycyjnych and BEAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Generali Investments Towarzystwo Funduszy Inwestycyjnych reported owning BEAM?

Generali Investments Towarzystwo Funduszy Inwestycyjnych reported BEAM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported BEAM position in Generali Investments Towarzystwo Funduszy Inwestycyjnych's portfolio?

The largest reported portfolio weight for BEAM was 0.66% in 2025 Q3.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2026 Q2, when Generali Investments Towarzystwo Funduszy Inwestycyjnych reported 22,000 shares, equal to 0.30% of portfolio, with an estimated market value of $755K.

What does the chart on this BEAM ownership page compare?

The chart compares Generali Investments Towarzystwo Funduszy Inwestycyjnych's quarterly BEAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Generali Investments Towarzystwo Funduszy Inwestycyjnych time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, Generali Investments Towarzystwo Funduszy Inwestycyjnych correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on BEAM relative to SPY over the holding period was +11.5%.

← Back to Generali Investments Towarzystwo Funduszy Inwestycyjnych Holdings