CYG
BETA

Clean Yield Group’s Beta Technologies Inc BETA Stock Holding History

Clean Yield Group’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 		$139K Hold
8,324
– – 0.03% 178
2026
Q1 		$122K Hold
8,324
– – 0.03% 169
2025
Q4 		$235K Buy
+8,324
New +$248K 0.07% 126

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

Clean Yield Group's BETA Position: Q2 2026 in Review

Clean Yield Group held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 8,324 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #178.

Clean Yield Group first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Clean Yield Group held 8,324 shares of Beta Technologies Inc worth $139K as of Q2 2026.
  • Clean Yield Group left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up 0.03% of Clean Yield Group's portfolio in Q2 2026, its #178 holding.
  • Clean Yield Group first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • Clean Yield Group's Beta Technologies Inc position peaked at $235K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.