Darwin Wealth Management’s Beta Technologies Inc BETA Stock Holding History

Darwin Wealth Management’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	$5.03K	Buy	+300	New	+$5K	﹤0.01%	441

Other funds holding BETA

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Darwin Wealth Management's BETA Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 300 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

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

Darwin Wealth Management held 300 shares of Beta Technologies Inc worth $5.03K as of Q2 2026.
Beta Technologies Inc was a new Darwin Wealth Management position in Q2 2026.
Beta Technologies Inc made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #441 holding.
17 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.