Wealth Enhancement Advisory Services
BETA icon

Wealth Enhancement Advisory Services’s Beta Technologies Inc BETA Stock Holding History

Wealth Enhancement Advisory Services’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 		$473K Buy
23,061
+7,646
+50% +$160K ﹤0.01% 2873
2026
Q2 		$273K Buy
+15,415
New +$257K ﹤0.01% 3288

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Wealth Enhancement Advisory Services's BETA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Beta Technologies Inc (BETA) stake by 50% in Q3 2026, buying an estimated $160K and bringing the position to 23,061 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Wealth Enhancement Advisory Services first reported a position in BETA in Q2 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,061 shares of Beta Technologies Inc worth $473K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,646 Beta Technologies Inc shares in Q3 2026, an estimated $160K.
  • Beta Technologies Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2873 holding.
  • Wealth Enhancement Advisory Services first reported a position in Beta Technologies Inc in Q2 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.