Farther Finance Advisors
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Farther Finance Advisors’s Beta Technologies Inc BETA Stock Holding History

Farther Finance 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 		$102K Buy
4,620
+3,388
+275% +$71K ﹤0.01% 2841
2026
Q2 		$20.6K Buy
1,232
+582
+90% +$9.69K ﹤0.01% 3946
2026
Q1 		$9.81K Buy
650
+335
+106% +$6.87K ﹤0.01% 4126
2025
Q4 		$8.89K Buy
+315
New +$9.4K ﹤0.01% 3993

Other funds holding BETA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's BETA Position: Q3 2026 in Review

Farther Finance Advisors increased its Beta Technologies Inc (BETA) stake by 275% in Q3 2026, buying an estimated $71K and bringing the position to 4,620 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Farther Finance Advisors first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Farther Finance Advisors held 4,620 shares of Beta Technologies Inc worth $102K as of Q3 2026.
  • Farther Finance Advisors bought 3,388 Beta Technologies Inc shares in Q3 2026, an estimated $71K.
  • Beta Technologies Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2841 holding.
  • Farther Finance Advisors first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.