TFG
BETA

Team Financial Group’s Beta Technologies Inc BETA Stock Holding History

Team Financial Group’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 		– Sell
-300
Closed -$4.41K – 274
2026
Q1 		$4.41K Buy
+300
New +$6.15K ﹤0.01% 231

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Team Financial Group's BETA Position: Q2 2026 in Review

Team Financial Group sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 300 shares — an estimated $4.41K sold.

Team Financial Group first reported a position in BETA in Q1 2026 and held it in 1 quarter. The position peaked at $4.41K in Q1 2026. 29 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Team Financial Group reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 300 Beta Technologies Inc shares in Q2 2026, an estimated $4.41K.
  • Team Financial Group first reported a position in Beta Technologies Inc in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's Beta Technologies Inc position peaked at $4.41K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.