CFM
BETA

Capricorn Fund Managers’s Beta Technologies Inc BETA Stock Holding History

Capricorn Fund Managers’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 		$1.3M Sell
77,550
-6,146
-7% -$102K 0.1% 133
2026
Q1 		$1.23M Buy
83,696
+63,696
+318% +$1.31M 0.19% 85
2025
Q4 		$564K Buy
+20,000
New +$597K 0.14% 77

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capricorn Fund Managers's BETA Position: Q2 2026 in Review

Capricorn Fund Managers reduced its Beta Technologies Inc (BETA) stake by 7.3% in Q2 2026, selling an estimated $102K and leaving 77,550 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #133.

Capricorn Fund Managers first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Capricorn Fund Managers held 77,550 shares of Beta Technologies Inc worth $1.3M as of Q2 2026.
  • Capricorn Fund Managers sold 6,146 Beta Technologies Inc shares in Q2 2026, an estimated $102K.
  • Beta Technologies Inc made up 0.1% of Capricorn Fund Managers's portfolio in Q2 2026, its #133 holding.
  • Capricorn Fund Managers first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.