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Creative Planning BETA Position History
BETA Technologies, Inc. • Manufacturing
Quarters held
2
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $201K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 87.4K | — | — |
| Q2 2026 | $201K | 12.0K | — | — |
Other funds holding BETA
$645M
$448.9M
$340.2M
$298.6M
$485K