Carson Wealth (CWM LLC)
BETA

Carson Wealth (CWM LLC)’s Beta Technologies Inc BETA Stock Holding History

Carson Wealth (CWM 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
Q1 		$22.4K Buy
1,527
+1,242
+436% +$25.5K ﹤0.01% 4335
2025
Q4 		$8K Buy
+285
New +$8.51K ﹤0.01% 4681

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 $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s BETA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Beta Technologies Inc (BETA) stake by 436% in Q1 2026, buying an estimated $25.5K and bringing the position to 1,527 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4335.

Carson Wealth (CWM LLC) first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,527 shares of Beta Technologies Inc worth $22.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,242 Beta Technologies Inc shares in Q1 2026, an estimated $25.5K.
  • Beta Technologies Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4335 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.