Simplex Trading
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Simplex Trading’s Beta Technologies Inc BETA Stock Holding History

Simplex Trading’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 		$754K Sell
34,100
-26,200
-43% -$549K ﹤0.01% 3071
2026
Q2 		$1.01M Buy
60,300
+55,900
+1,270% +$931K ﹤0.01% 2764
2026
Q1 		$64.7K Buy
4,400
+900
+26% +$18.5K ﹤0.01% 5578
2025
Q4 		$98.7K Buy
+3,500
New +$104K ﹤0.01% 5014

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
General Electric
General Electric Evendale, Ohio $472M AUM 30.33% 1-Year Est. Return
Amazon.com Inc
Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
Empire Life Investments
Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Liberty Street Advisors
Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Simplex Trading's BETA Position: Q3 2026 in Review

Simplex Trading reduced its Beta Technologies Inc (BETA) stake by 50% in Q3 2026, selling an estimated $276K and leaving 12,962 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #4222.

Simplex Trading first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. The position peaked at $438K in Q2 2026. 136 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Simplex Trading held 12,962 shares of Beta Technologies Inc worth $286K as of Q3 2026.
  • Simplex Trading sold 13,170 Beta Technologies Inc shares in Q3 2026, an estimated $276K.
  • Beta Technologies Inc made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4222 holding.
  • Simplex Trading first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • Simplex Trading's Beta Technologies Inc position peaked at $438K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.