CGC Financial Services’s Boeing BA Stock Holding History

CGC Financial Services’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110K	Sell	508 -197	-28%	-$43.8K	0.02%	95
2026 Q1	$140K	Hold	705	–	–	0.04%	79
2025 Q4	$153K	Hold	705	–	–	0.04%	78
2025 Q3	$152K	Hold	705	–	–	0.04%	72
2025 Q2	$148K	Hold	705	–	–	0.05%	68
2025 Q1	$120K	Sell	705 -10	-1%	-$1.73K	0.05%	70
2024 Q4	$127K	Sell	715 -4	-0.6%	-$628	0.05%	68
2024 Q3	$109K	Hold	719	–	–	0.04%	69
2024 Q2	$131K	Hold	719	–	–	0.06%	63
2024 Q1	$139K	Hold	719	–	–	0.07%	61
2023 Q4	$187K	Hold	719	–	–	0.09%	57
2023 Q3	$138K	Sell	719 -14	-2%	-$3.06K	0.1%	52
2023 Q2	$155K	Buy	+733	New	+$152K	0.1%	51

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return