ORG Wealth Partners’s Beta Technologies Inc BETA Stock Holding History

ORG Wealth Partners’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	$508	Buy	+23	New	+$482	﹤0.01%	2048

Other funds holding BETA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

ORG Wealth Partners's BETA Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 23 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings.

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

ORG Wealth Partners held 23 shares of Beta Technologies Inc worth $508 as of Q3 2026.
Beta Technologies Inc was a new ORG Wealth Partners position in Q3 2026.
Beta Technologies Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2048 holding.
153 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.