TWD
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True Wealth Design’s Beta Technologies Inc BETA Stock Holding History

True Wealth Design’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 		$4.91K Buy
222
+22
+11% +$461 ﹤0.01% 1347
2026
Q2 		$3.35K Buy
+200
New +$3.33K ﹤0.01% 1495

Other funds holding BETA

CLA (CliftonLarsonAllen) Wealth Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
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
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's BETA Position: Q3 2026 in Review

True Wealth Design increased its Beta Technologies Inc (BETA) stake by 11% in Q3 2026, buying an estimated $461 and bringing the position to 222 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

True Wealth Design first reported a position in BETA in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • True Wealth Design held 222 shares of Beta Technologies Inc worth $4.91K as of Q3 2026.
  • True Wealth Design bought 22 Beta Technologies Inc shares in Q3 2026, an estimated $461.
  • Beta Technologies Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1347 holding.
  • True Wealth Design first reported a position in Beta Technologies Inc in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.