Simplex Trading
BETA

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
Q2 		$1.16M Buy
69,200
+54,200
+361% +$902K ﹤0.01% 2621
2026
Q1 		$221K Buy
15,000
+7,900
+111% +$162K ﹤0.01% 4195
2025
Q4 		$200K Buy
+7,100
New +$212K ﹤0.01% 4238

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Simplex Trading's BETA Position: Q2 2026 in Review

Simplex Trading increased its Beta Technologies Inc (BETA) stake by 397% in Q2 2026, buying an estimated $348K and bringing the position to 26,132 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

Simplex Trading first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Simplex Trading held 26,132 shares of Beta Technologies Inc worth $438K as of Q2 2026.
  • Simplex Trading bought 20,872 Beta Technologies Inc shares in Q2 2026, an estimated $348K.
  • Beta Technologies Inc made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3772 holding.
  • Simplex Trading first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.