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Green Alpha Advisors’s Beta Technologies Inc BETA Stock Holding History

Green Alpha 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 		$475K Buy
21,508
+162
+0.8% +$3.4K 0.32% 79
2026
Q2 		$358K Buy
21,346
+274
+1% +$4.56K 0.24% 80
2026
Q1 		$310K Sell
21,072
-301
-1% -$6.17K 0.31% 79
2025
Q4 		$603K Buy
+21,373
New +$638K 0.55% 59

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Green Alpha Advisors's BETA Position: Q3 2026 in Review

Green Alpha Advisors increased its Beta Technologies Inc (BETA) stake by 0.76% in Q3 2026, buying an estimated $3.4K and bringing the position to 21,508 shares worth $475K. The position accounts for 0.32% of the portfolio, ranked #79.

Green Alpha Advisors first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 14 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Green Alpha Advisors held 21,508 shares of Beta Technologies Inc worth $475K as of Q3 2026.
  • Green Alpha Advisors bought 162 Beta Technologies Inc shares in Q3 2026, an estimated $3.4K.
  • Beta Technologies Inc made up 0.32% of Green Alpha Advisors's portfolio in Q3 2026, its #79 holding.
  • Green Alpha Advisors first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • Green Alpha Advisors's Beta Technologies Inc position peaked at $603K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

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