Financial Enhancement Group’s Boeing BA Stock Holding History

Financial Enhancement Group’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 Q3	$311K	Sell	1,651 -9	-0.5%	-$1.93K	0.04%	121
2026 Q2	$359K	Buy	1,660 +14	+0.9%	+$3.12K	0.04%	113
2026 Q1	$368K	Buy	1,646 +607	+58%	+$138K	0.05%	115
2025 Q4	$260K	Buy	1,039 +6	+0.6%	+$1.23K	0.03%	129
2025 Q3	$233K	Buy	1,033 +3	+0.3%	+$676	0.03%	127
2025 Q2	$234K	Buy	+1,030	New	+$195K	0.03%	122
2024 Q1	–	Sell	-1,000	Closed	-$203K	–	115
2023 Q4	$203K	Buy	+1,000	New	+$214K	0.04%	110
2022 Q4	–	Sell	-200	Closed	-$24K	–	133
2022 Q3	$24K	Hold	200	–	–	0.01%	160
2022 Q2	$27K	Hold	200	–	–	0.01%	153
2022 Q1	$38K	Hold	200	–	–	0.01%	145
2021 Q4	$40K	Hold	200	–	–	0.01%	147
2021 Q3	$44K	Sell	200 -5	-2%	-$1.11K	0.01%	140
2021 Q2	$49K	Buy	205 +5	+3%	+$1.21K	0.01%	125
2021 Q1	$51K	Sell	200 -57	-22%	-$12.7K	0.01%	120
2020 Q4	$55K	Buy	257 +57	+29%	+$11K	0.01%	132
2020 Q3	$33K	Sell	200 -259	-56%	-$44.1K	0.01%	136
2020 Q2	$84K	Hold	459	–	–	0.02%	113
2020 Q1	$68K	Hold	459	–	–	0.02%	118
2019 Q4	$150K	Hold	459	–	–	0.04%	86
2019 Q3	$175K	Hold	459	–	–	0.05%	79
2019 Q2	$167K	Sell	459 -160	-26%	-$58.3K	0.05%	91
2019 Q1	$236K	Buy	619 +419	+210%	+$161K	0.07%	81
2018 Q4	$74K	Hold	200	–	–	0.02%	112
2018 Q3	$74K	Hold	200	–	–	0.02%	112
2018 Q2	$67K	Hold	200	–	–	0.02%	111
2018 Q1	$66K	Buy	+200	New	+$67.6K	0.02%	113

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Financial Enhancement Group's BA Position: Q3 2026 in Review

Financial Enhancement Group reduced its Boeing (BA) stake by 0.54% in Q3 2026, selling an estimated $1.93K and leaving 1,651 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #121.

Financial Enhancement Group first reported a position in BA in Q1 2018 and has held it in 26 quarters since. The position peaked at $368K in Q1 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Financial Enhancement Group held 1,651 shares of Boeing worth $311K as of Q3 2026.
Financial Enhancement Group sold 9 Boeing shares in Q3 2026, an estimated $1.93K.
Boeing made up 0.04% of Financial Enhancement Group's portfolio in Q3 2026, its #121 holding.
Financial Enhancement Group first reported a position in Boeing in Q1 2018 and has held it in 26 quarters since.
Financial Enhancement Group's Boeing position peaked at $368K in Q1 2026.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.