Creative Planning
BETA

Creative Planning’s Beta Technologies Inc BETA Stock Holding History

Creative Planning’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 		$201K Buy
+12,007
New +$200K ﹤0.01% 3871

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

Creative Planning's BETA Position: Q2 2026 in Review

Creative Planning opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 12,007 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3871 among its holdings.

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

  • Creative Planning held 12,007 shares of Beta Technologies Inc worth $201K as of Q2 2026.
  • Beta Technologies Inc was a new Creative Planning position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3871 holding.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.