CLA (CliftonLarsonAllen) Wealth Advisors
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CLA (CliftonLarsonAllen) Wealth Advisors’s Beta Technologies Inc BETA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q3 		$2.91M Buy
+131,452
New +$2.76M 0.04% 129

Other funds holding BETA

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BETA Position: Q3 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 131,452 shares worth $2.91M. The stake represents 0.04% of the portfolio and ranks #129 among its holdings.

14 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 131,452 shares of Beta Technologies Inc worth $2.91M as of Q3 2026.
  • Beta Technologies Inc was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q3 2026.
  • Beta Technologies Inc made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q3 2026, its #129 holding.
  • 14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.