Cliftonlarsonallen Wealth Advisors 13F: New $2.9M Stake in BETA

Cliftonlarsonallen Wealth Advisors established a fresh position in BETA Technologies, Inc. (NYSE:BETA), purchasing 131,452 shares of the electric aerospace company. According to a Form 13F filing with the SEC on October 14, 2026, the newly initiated stake carried an estimated value of $2,905,090. Because 13F reports look backward at the end of a prior quarter, this disclosure captures holdings from the reporting period and may not represent the investor's current position today.

What Changed in Cliftonlarsonallen Wealth Advisors's BETA Technologies Position

The wealth management firm opened its account with BETA Technologies by purchasing 131,452 shares. The reported market value of the holding reached nearly $2.91 million at the time of reporting. Because this transaction represents a brand-new addition to the fund's portfolio, there is no prior share count or percentage change to report.

Other Institutional Activity in BETA Technologies

Other major institutional investors adjusted their holdings in the aerospace firm ahead of the filing. FMR, LLC grew its holdings by 149,350 shares, ending with 33,338,40 shares worth about $601.1 million after a 0.4% increase. General Electric Company held steady with 20,310,407 shares valued at roughly $366.2 million. TPG GP A, LLC maintained its position at 16,395,435 shares worth about $295.6 million. Amazon.com, Inc. kept its stake unchanged at 11,753,896 shares valued at approximately $211.9 million. Blackrock Inc. grew its holdings by 153,551 shares, ending with 2,930,242 shares worth about $52.8 million following a 5.5% increase.

BETA Technologies, Inc. Stock Up 1.9%

BETA Technologies shares recently traded around $19.16. The stock sits about 13.2% below its 50-day moving average of $22.08 and roughly 1.8% below its 200-day moving average of $19.52. Over the past 52 weeks, the equity has touched a low of $13.43 and a high of $39.50. The company carries a market capitalization of $4.22 billion.

Recent Earnings

BETA Technologies reported $44.8 million in trailing-twelve-month revenue alongside a negative earnings per share of $5.21. The firm recorded a year-over-year revenue growth rate of 145.7%, paired with a net margin of 0.0% and a return on equity of -89.9%. The company's next quarterly earnings announcement is scheduled for November 16, 2026.

Insider Buying and Selling at BETA Technologies, Inc.

Company insiders actively transacted shares during October 2026. President and Chief Executive Officer Clark Kyle executed a series of planned sales under a Rule 10b5-1 trading plan. On October 9, 2026, the CEO sold 10,000 shares at an average price of $20.66 for a total of $206,625. He parted with another 10,000 shares on October 12, 2026, at an average price of $19.91 yielding $199,079. On October 13, 2026, he disposed of 10,000 shares at an average price of $18.53 totaling $185,309. Finally, on October 14, 2026, the CEO sold 10,000 shares at an average price of $17.58 for $175,789.

Analysts Set New Price Targets

Wall Street research firms maintain active coverage on the stock. On August 12, 2026, Needham reiterated its buy rating with a $34.00 price target. Cantor Fitzgerald reiterated an overweight rating with a $31.00 target on August 13, 2026, and reaffirmed that stance on October 5, 2026. BTIG reiterated a buy rating with a $33.00 price target on August 13, 2026. Barclays initiated coverage on October 9, 2026, with an overweight rating and a $35.00 price target. Overall, the stock holds a consensus strong buy rating from nine analysts with a mean price target of $32.22.

About BETA Technologies

Headquartered in South Burlington, Vermont, BETA Technologies designs and builds electric aircraft, charging infrastructure, and propulsion systems for cargo, defense, passenger, and medical markets. The company develops conventional fixed-wing electric aircraft alongside vertical takeoff and landing models. Institutional interest in the manufacturer comes as the company continues deploying its charging network and prepares for its upcoming financial results.

Bottom Line

Investors will look toward BETA Technologies' upcoming earnings report on November 16, 2026, for fresh updates on revenue growth and commercial progress. Because 13F filings reflect past positioning, market participants should look to subsequent disclosures to see if Cliftonlarsonallen Wealth Advisors maintains its newfound stake. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.