Cerity Partners
BETA

Cerity Partners’s Beta Technologies Inc BETA Stock Holding History

Cerity Partners’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 		$220K Buy
+13,162
New +$219K ﹤0.01% 2995

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cerity Partners's BETA Position: Q2 2026 in Review

Cerity Partners opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 13,162 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2995 among its holdings.

189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Cerity Partners held 13,162 shares of Beta Technologies Inc worth $220K as of Q2 2026.
  • Beta Technologies Inc was a new Cerity Partners position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2995 holding.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.