EWA
BETA

EverSource Wealth Advisors’s Beta Technologies Inc BETA Stock Holding History

EverSource Wealth Advisors’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 		$12.1K Buy
+724
New +$12.1K ﹤0.01% 2786

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

EverSource Wealth Advisors's BETA Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 724 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #2786 among its holdings.

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

  • EverSource Wealth Advisors held 724 shares of Beta Technologies Inc worth $12.1K as of Q2 2026.
  • Beta Technologies Inc was a new EverSource Wealth Advisors position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2786 holding.
  • 59 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.