Back to BETA
Mascoma Wealth Management LLC → BETA
Mascoma Wealth Management LLC BETA Position History
BETA Technologies, Inc. • Manufacturing
Quarters held
4
Latest value
$26K
Q3 2026
Peak value
$26K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10K |
| Q1 2026 | $17K |
| Q2 2026 | $19K |
| Q3 2026 | $26K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26K | 1.2K | — | — |
| Q2 2026 | $19K | 1.1K | — | — |
| Q1 2026 | $17K | 1.1K | — | — |
| Q4 2025 | $10K | 340 | — | — |
Other funds holding BETA
$645M
$448.9M
$340.2M
$298.6M
$1.9M
Other Mascoma Wealth Management LLC positions
ETHA
$92.7MISHARES CORE S&P 500 ETF
ETHA
$91.3MISHARES CORE S&P 500 ETF
ETHA
$79.9MISHARES CORE S&P 500 ETF
ETHA
$77.4MISHARES CORE S&P 500 ETF
ETHA
$77.1MISHARES CORE S&P 500 ETF
ETHA
$53.4MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$53MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$51.3MISHARES CORE U.S. AGGREGATE BOND ETF