Fortitude Family Office’s Beta Technologies Inc BETA Stock Holding History

Fortitude Family Office’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	$18K	Buy	+813	New	+$17K	﹤0.01%	905

Other funds holding BETA

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's BETA Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 813 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings.

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

Fortitude Family Office held 813 shares of Beta Technologies Inc worth $18K as of Q3 2026.
Beta Technologies Inc was a new Fortitude Family Office position in Q3 2026.
Beta Technologies Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #905 holding.
14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.