NBC Securities’s Beta Technologies Inc BETA Stock Holding History

NBC Securities’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	$249K	Buy	+11,245	New	+$236K	0.02%	788

Other funds holding BETA

General Electric Evendale, Ohio $472M AUM 30.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

NBC Securities's BETA Position: Q3 2026 in Review

NBC Securities opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 11,245 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #788 among its holdings.

40 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

NBC Securities held 11,245 shares of Beta Technologies Inc worth $249K as of Q3 2026.
Beta Technologies Inc was a new NBC Securities position in Q3 2026.
Beta Technologies Inc made up 0.02% of NBC Securities's portfolio in Q3 2026, its #788 holding.
40 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.