Triumph Capital Management’s Beta Technologies Inc BETA Stock Holding History

Triumph Capital 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 Q3	$308K	Buy	+13,942	New	+$292K	0.05%	304

Other funds holding BETA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Triumph Capital Management's BETA Position: Q3 2026 in Review

Triumph Capital Management opened a new position in Beta Technologies Inc (BETA) in Q3 2026: 13,942 shares worth $308K. The stake represents 0.05% of the portfolio and ranks #304 among its holdings.

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

Triumph Capital Management held 13,942 shares of Beta Technologies Inc worth $308K as of Q3 2026.
Beta Technologies Inc was a new Triumph Capital Management position in Q3 2026.
Beta Technologies Inc made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #304 holding.
14 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.