ELI
BETA

Empire Life Investments’s Beta Technologies Inc BETA Stock Holding History

Empire Life Investments’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 		$22.4M Buy
+1,337,839
New +$22.3M 1.25% 26

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SFS
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Empire Life Investments's BETA Position: Q2 2026 in Review

Empire Life Investments opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 1,337,839 shares worth $22.4M. The stake represents 1.25% of the portfolio and ranks #26 among its holdings.

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

  • Empire Life Investments held 1,337,839 shares of Beta Technologies Inc worth $22.4M as of Q2 2026.
  • Beta Technologies Inc was a new Empire Life Investments position in Q2 2026.
  • Beta Technologies Inc made up 1.25% of Empire Life Investments's portfolio in Q2 2026, its #26 holding.
  • 29 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.