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GAMMA Investing’s Beta Technologies Inc BETA Stock Holding History

GAMMA Investing’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 		$17.1K Buy
774
+538
+228% +$11.3K ﹤0.01% 3042
2026
Q2 		$3.95K Buy
+236
New +$3.93K ﹤0.01% 3570
2026
Q1 		– Sell
-8
Closed -$226 – 4247
2025
Q4 		$226 Buy
+8
New +$239 ﹤0.01% 3989

Other funds holding BETA

CCWA
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
MPWT
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

GAMMA Investing's BETA Position: Q3 2026 in Review

GAMMA Investing increased its Beta Technologies Inc (BETA) stake by 228% in Q3 2026, buying an estimated $11.3K and bringing the position to 774 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

GAMMA Investing first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • GAMMA Investing held 774 shares of Beta Technologies Inc worth $17.1K as of Q3 2026.
  • GAMMA Investing bought 538 Beta Technologies Inc shares in Q3 2026, an estimated $11.3K.
  • Beta Technologies Inc made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3042 holding.
  • GAMMA Investing first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.