AW
BETA

Avion Wealth’s Beta Technologies Inc BETA Stock Holding History

Avion Wealth’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
Q2 		$8K Hold
500
– – ﹤0.01% 678
2026
Q1 		$7K Buy
500
+418
+510% +$8.57K ﹤0.01% 598
2025
Q4 		$2K Buy
+82
New +$2.45K ﹤0.01% 952

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Avion Wealth's BETA Position: Q2 2026 in Review

Avion Wealth held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 500 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Avion Wealth first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Avion Wealth held 500 shares of Beta Technologies Inc worth $8K as of Q2 2026.
  • Avion Wealth left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #678 holding.
  • Avion Wealth first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.