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

Evolution 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 Q3	$38.5M	Buy	+1,741,823	New	+$36.5M	4.01%	4

Other funds holding BETA

General Electric Evendale, Ohio $472M AUM 30.33% 1-Year Est. Return

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Corps Capital Advisors Southlake, Texas $129M AUM 58.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Evolution Wealth Advisors's BETA Position: Q3 2026 in Review

Evolution Wealth Advisors opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 1,741,823 shares worth $38.5M. The stake represents 4.01% of the portfolio and ranks #4 among its holdings.

88 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

Evolution Wealth Advisors held 1,741,823 shares of Beta Technologies Inc worth $38.5M as of Q3 2026.
Beta Technologies Inc was a new Evolution Wealth Advisors position in Q3 2026.
Beta Technologies Inc made up 4.01% of Evolution Wealth Advisors's portfolio in Q3 2026, its #4 holding.
88 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Evolution Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.