JDLA
BETA

J. Derek Lewis & Associates’s Beta Technologies Inc BETA Stock Holding History

J. Derek Lewis & Associates’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 		$245K Buy
+14,600
New +$243K 0.05% 166

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ELI
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LSA
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Pictet Asset Management
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MM
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Bank of New York Mellon
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Mitsubishi UFJ Asset Management
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J. Derek Lewis & Associates's BETA Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 14,600 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings.

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

  • J. Derek Lewis & Associates held 14,600 shares of Beta Technologies Inc worth $245K as of Q2 2026.
  • Beta Technologies Inc was a new J. Derek Lewis & Associates position in Q2 2026.
  • Beta Technologies Inc made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #166 holding.
  • 70 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.