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Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

RTX holding history

RTX Corp in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
2,508
Value
$475.8K
% of portfolio
0.2%
Quarters held
17
Since Q1 2022
Holdings of RTX by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,508$475.8K0.2%+901+56.1%AddedHolders
Q1 20261,607$310.0K0.1%−300−15.7%ReducedHolders
Q4 20251,907$349.8K0.1%−100−5.0%ReducedHolders
Q3 20252,007$335.9K0.1%+2,007NewHolders
Q2 20250$00.0%−4,011−100.0%Sold outHolders
Q1 20254,011$531.3K0.2%+202+5.3%AddedHolders
Q4 20243,809$440.8K0.2%−1,503−28.3%ReducedHolders
Q3 20245,312$643.6K0.3%+602+12.8%AddedHolders
Q2 20244,710$472.8K0.2%−998−17.5%ReducedHolders
Q1 20245,708$556.7K0.3%+20.0%AddedHolders
Q4 20235,706$480.1K0.3%+3+0.1%AddedHolders
Q3 20235,703$410.4K0.2%+103+1.8%AddedHolders
Q2 20235,600$548.6K0.3%+700+14.3%AddedHolders
Q1 20234,900$479.9K0.3%+400+8.9%AddedHolders
Q4 20224,500$454.1K0.3%+300+7.1%AddedHolders
Q3 20224,200$344.0K0.2%+200+5.0%AddedHolders
Q2 20224,000$384.0K0.3%+300+8.1%AddedHolders
Q1 20223,700$367.0K0.2%+3,700NewHolders