SWM
BETA

SHP Wealth Management’s Beta Technologies Inc BETA Stock Holding History

SHP Wealth Management’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 		$294 Hold
20
– – ﹤0.01% 1699
2025
Q4 		$564 Buy
+20
New +$597 ﹤0.01% 1348

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
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 $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SHP Wealth Management's BETA Position: Q1 2026 in Review

SHP Wealth Management held its Beta Technologies Inc (BETA) position steady in Q1 2026 at 20 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

SHP Wealth Management first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $564 in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • SHP Wealth Management held 20 shares of Beta Technologies Inc worth $294 as of Q1 2026.
  • SHP Wealth Management left its Beta Technologies Inc share count unchanged in Q1 2026.
  • Beta Technologies Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1699 holding.
  • SHP Wealth Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management'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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.