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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$184K Hold
8,324
– – 0.04% 152
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

Clean Yield Group's BETA Position: Q3 2026 in Review

Clean Yield Group held its Beta Technologies Inc (BETA) position steady in Q3 2026 at 8,324 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #152.

Clean Yield Group first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 44 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Clean Yield Group held 8,324 shares of Beta Technologies Inc worth $184K as of Q3 2026.
  • Clean Yield Group left its Beta Technologies Inc share count unchanged in Q3 2026.
  • Beta Technologies Inc made up 0.04% of Clean Yield Group's portfolio in Q3 2026, its #152 holding.
  • Clean Yield Group first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • Clean Yield Group's Beta Technologies Inc position peaked at $235K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.