AF
BETA

Allworth Financial’s Beta Technologies Inc BETA Stock Holding History

Allworth Financial’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
Q1 		$7.35K Buy
+500
New +$10.3K ﹤0.01% 3715

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allworth Financial's BETA Position: Q1 2026 in Review

Allworth Financial opened a new position in Beta Technologies Inc (BETA) in Q1 2026: 500 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #3715 among its holdings.

145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Allworth Financial held 500 shares of Beta Technologies Inc worth $7.35K as of Q1 2026.
  • Beta Technologies Inc was a new Allworth Financial position in Q1 2026.
  • Beta Technologies Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3715 holding.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.