Superior Planning, LLC’s Beta Technologies Inc BETA Stock Holding History

Superior Planning, LLC’s Portfolio BETA Stock Details BETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.63K	Buy	+119	New	+$2.5K	﹤0.01%	1467

Other funds holding BETA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

General Electric Evendale, Ohio $472M AUM 30.33% 1-Year Est. Return

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's BETA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 119 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings.

135 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

Superior Planning, LLC held 119 shares of Beta Technologies Inc worth $2.63K as of Q3 2026.
Beta Technologies Inc was a new Superior Planning, LLC position in Q3 2026.
Beta Technologies Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1467 holding.
135 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.