Geode Capital Management
BETA

Geode Capital Management’s Beta Technologies Inc BETA Stock Holding History

Geode Capital Management’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
Q1 		$11M Buy
745,190
+414,261
+125% +$8.5M ﹤0.01% 2327
2025
Q4 		$9.34M Buy
+330,929
New +$9.88M ﹤0.01% 2441

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management's BETA Position: Q1 2026 in Review

Geode Capital Management increased its Beta Technologies Inc (BETA) stake by 125% in Q1 2026, buying an estimated $8.5M and bringing the position to 745,190 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Geode Capital Management first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Geode Capital Management held 745,190 shares of Beta Technologies Inc worth $11M as of Q1 2026.
  • Geode Capital Management bought 414,261 Beta Technologies Inc shares in Q1 2026, an estimated $8.5M.
  • Beta Technologies Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2327 holding.
  • Geode Capital Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.