Integrated Wealth Concepts’s Beta Technologies Inc BETA Stock Holding History

Integrated Wealth Concepts’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 Q2	$235K	Buy	+14,057	New	+$234K	﹤0.01%	2136

Other funds holding BETA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's BETA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 14,057 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings.

189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

Integrated Wealth Concepts held 14,057 shares of Beta Technologies Inc worth $235K as of Q2 2026.
Beta Technologies Inc was a new Integrated Wealth Concepts position in Q2 2026.
Beta Technologies Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2136 holding.
189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.