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Geneos Wealth Management’s Boeing BA Stock Holding History

Geneos Wealth Management’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
Q1 		$1.79M Sell
9,011
-213
-2% -$48.5K 0.04% 377
2025
Q4 		$2M Buy
9,224
+969
+12% +$199K 0.05% 353
2025
Q3 		$1.78M Sell
8,255
-1,197
-13% -$270K 0.05% 373
2025
Q2 		$1.98M Sell
9,452
-10,621
-53% -$2.01M 0.05% 375
2025
Q1 		$3.42M Buy
20,073
+14,401
+254% +$2.49M 0.05% 359
2024
Q4 		$1M Sell
5,672
-1,235
-18% -$194K 0.04% 427
2024
Q3 		$1.05M Buy
6,907
+100
+1% +$17.1K 0.04% 404
2024
Q2 		$1.24M Sell
6,807
-9
-0.1% -$1.6K 0.06% 321
2024
Q1 		$1.32M Sell
6,816
-2,692
-28% -$553K 0.06% 308
2023
Q4 		$2.48M Buy
9,508
+237
+3% +$50.7K 0.12% 194
2023
Q3 		$1.78M Sell
9,271
-1,468
-14% -$321K 0.09% 230
2023
Q2 		$2.27M Sell
10,739
-2,276
-17% -$473K 0.12% 191
2023
Q1 		$2.76M Buy
13,015
+2,822
+28% +$586K 0.17% 157
2022
Q4 		$1.94M Buy
10,193
+4,914
+93% +$804K 0.12% 183
2022
Q3 		$639K Sell
5,279
-13,626
-72% -$2.09M 0.04% 338
2022
Q2 		$2.64M Sell
18,905
-153
-0.8% -$22.6K 0.13% 176
2022
Q1 		$3.65M Sell
19,058
-970
-5% -$195K 0.16% 148
2021
Q4 		$4.03M Sell
20,028
-1,267
-6% -$268K 0.15% 152
2021
Q3 		$4.81M Sell
21,295
-150
-0.7% -$33.5K 0.18% 132
2021
Q2 		$5.08M Sell
21,445
-1,632
-7% -$395K 0.2% 120
2021
Q1 		$5.41M Buy
23,077
+606
+3% +$135K 0.15% 160
2020
Q4 		$5.01M Buy
22,471
+4,372
+24% +$840K 0.2% 119
2020
Q3 		$2.82M Sell
18,099
-557
-3% -$94.9K 0.15% 157
2020
Q2 		$3.17M Buy
18,656
+573
+3% +$88.1K 0.18% 130
2020
Q1 		$2.94M Buy
18,083
+1,597
+10% +$437K 0.2% 119
2019
Q4 		$5.44M Buy
16,486
+416
+3% +$147K 0.29% 93
2019
Q3 		$6.15M Sell
16,070
-142
-0.9% -$50.8K 0.37% 65
2019
Q2 		$5.9M Buy
16,212
+822
+5% +$300K 0.37% 64
2019
Q1 		$5.87M Buy
15,390
+3
+0% +$1.16K 0.39% 60
2018
Q4 		$4.87M Sell
15,387
-303
-2% -$105K 0.36% 66
2018
Q3 		$5.83M Sell
15,690
-63
-0.4% -$22.1K 0.39% 55
2018
Q2 		$5.29M Sell
15,753
-1,422
-8% -$489K 0.41% 61
2018
Q1 		$5.63M Sell
17,175
-487
-3% -$165K 0.49% 53
2017
Q4 		$5.21M Buy
17,662
+700
+4% +$190K 0.47% 55
2017
Q3 		$4.31M Sell
16,962
-24,497
-59% -$5.71M 0.43% 62
2017
Q2 		$8.22M Buy
41,459
+3,302
+9% +$615K 0.84% 17
2017
Q1 		$6.77M Buy
38,157
+6,294
+20% +$1.07M 0.7% 28
2016
Q4 		$4.96M Buy
31,863
+4,972
+18% +$726K 0.65% 35
2016
Q3 		$3.55M Buy
26,891
+11,628
+76% +$1.53M 0.48% 48
2016
Q2 		$1.98M Sell
15,263
-2,325
-13% -$303K 0.29% 85
2016
Q1 		$2.23M Buy
+17,588
New +$2.18M 0.34% 65

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geneos Wealth Management's BA Position: Q1 2026 in Review

Geneos Wealth Management reduced its Boeing (BA) stake by 2.3% in Q1 2026, selling an estimated $48.5K and leaving 9,011 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #377.

Geneos Wealth Management first reported a position in BA in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.22M in Q2 2017. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Geneos Wealth Management held 9,011 shares of Boeing worth $1.79M as of Q1 2026.
  • Geneos Wealth Management sold 213 Boeing shares in Q1 2026, an estimated $48.5K.
  • Boeing made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #377 holding.
  • Geneos Wealth Management first reported a position in Boeing in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Boeing position peaked at $8.22M in Q2 2017.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.