BWM
BETA

Bernard Wealth Management’s Beta Technologies Inc BETA Stock Holding History

Bernard Wealth Management’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 		$441 Hold
30
– – ﹤0.01% 332
2025
Q4 		$847 Buy
+30
New +$895 ﹤0.01% 308

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $308M AUM 40.86% 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

Bernard Wealth Management's BETA Position: Q1 2026 in Review

Bernard Wealth Management held its Beta Technologies Inc (BETA) position steady in Q1 2026 at 30 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Bernard Wealth Management first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $847 in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Bernard Wealth Management held 30 shares of Beta Technologies Inc worth $441 as of Q1 2026.
  • Bernard Wealth Management left its Beta Technologies Inc share count unchanged in Q1 2026.
  • Beta Technologies Inc made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #332 holding.
  • Bernard Wealth Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • Bernard Wealth Management's Beta Technologies Inc position peaked at $847 in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.