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J. Derek Lewis & Associates Inc. → BETA
J. Derek Lewis & Associates Inc. BETA Position History
BETA Technologies, Inc. • Manufacturing
Quarters held
2
Latest value
$411K
Q3 2026
Peak value
$411K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $245K |
| Q3 2026 | $411K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $411K | 18.6K | — | — |
| Q2 2026 | $245K | 14.6K | — | — |
Other funds holding BETA
$645M
$448.9M
$340.2M
$331.6M
$298.6M
$259.8M
$196.9M
$172.8M
Other J. Derek Lewis & Associates Inc. positions
COF-PN
$52.1MCAPITAL GROUP CORE BALANCED
COF-PN
$50.8MCAPITAL GROUP CORE BALANCED
COF-PN
$42.6MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$32.1MCAPITAL GROUP DIVIDEND VALUE