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CrossGen Wealth’s Boeing BA Stock Holding History

CrossGen Wealth’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 		$11.5K Sell
53
-65
-55% -$14.5K 0.01% 152
2026
Q1 		$23.5K Hold
118
– – 0.02% 119
2025
Q4 		$25.6K Buy
+118
New +$24.3K 0.02% 117

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CrossGen Wealth's BA Position: Q2 2026 in Review

CrossGen Wealth reduced its Boeing (BA) stake by 55% in Q2 2026, selling an estimated $14.5K and leaving 53 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #152.

CrossGen Wealth first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.6K in Q4 2025. 2,615 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CrossGen Wealth held 53 shares of Boeing worth $11.5K as of Q2 2026.
  • CrossGen Wealth sold 65 Boeing shares in Q2 2026, an estimated $14.5K.
  • Boeing made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #152 holding.
  • CrossGen Wealth first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Boeing position peaked at $25.6K in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.