Optima Capital’s Beta Technologies Inc BETA Stock Holding History

Optima Capital’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	–	Sell	-20	Closed	-$564	–	1410
2025 Q4	$564	Buy	+20	New	+$597	﹤0.01%	1135

Other funds holding BETA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Optima Capital's BETA Position: Q1 2026 in Review

Optima Capital sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 20 shares — an estimated $564 sold.

Optima Capital first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $564 in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

Optima Capital reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 20 Beta Technologies Inc shares in Q1 2026, an estimated $564.
Optima Capital first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
Optima Capital's Beta Technologies Inc position peaked at $564 in Q4 2025.
145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.