Geneos Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
9,452
-10,621
| -53% | -$2.23M | 0.05% | 375 |
|
|
2025
Q1 | $3.42M | Buy |
20,073
+14,401
| +254% | +$2.46M | 0.05% | 359 |
|
|
2024
Q4 | $1M | Sell |
5,672
-1,235
| -18% | -$219K | 0.04% | 427 |
|
|
2024
Q3 | $1.05M | Buy |
6,907
+100
| +1% | +$15.2K | 0.04% | 404 |
|
|
2024
Q2 | $1.24M | Sell |
6,807
-9
| -0.1% | -$1.64K | 0.06% | 321 |
|
|
2024
Q1 | $1.32M | Sell |
6,816
-2,692
| -28% | -$520K | 0.06% | 308 |
|
|
2023
Q4 | $2.48M | Buy |
9,508
+237
| +3% | +$61.8K | 0.12% | 194 |
|
|
2023
Q3 | $1.78M | Sell |
9,271
-1,468
| -14% | -$281K | 0.09% | 230 |
|
|
2023
Q2 | $2.27M | Sell |
10,739
-2,276
| -17% | -$481K | 0.12% | 191 |
|
|
2023
Q1 | $2.76M | Buy |
13,015
+2,822
| +28% | +$599K | 0.17% | 157 |
|
|
2022
Q4 | $1.94M | Buy |
10,193
+4,914
| +93% | +$936K | 0.12% | 183 |
|
|
2022
Q3 | $639K | Sell |
5,279
-13,626
| -72% | -$1.65M | 0.04% | 338 |
|
|
2022
Q2 | $2.64M | Sell |
18,905
-153
| -0.8% | -$21.4K | 0.13% | 176 |
|
|
2022
Q1 | $3.65M | Sell |
19,058
-970
| -5% | -$186K | 0.16% | 148 |
|
|
2021
Q4 | $4.03M | Sell |
20,028
-1,267
| -6% | -$255K | 0.15% | 152 |
|
|
2021
Q3 | $4.81M | Sell |
21,295
-150
| -0.7% | -$33.9K | 0.18% | 132 |
|
|
2021
Q2 | $5.08M | Sell |
21,445
-1,632
| -7% | -$386K | 0.2% | 120 |
|
|
2021
Q1 | $5.41M | Buy |
23,077
+606
| +3% | +$142K | 0.15% | 160 |
|
|
2020
Q4 | $5.01M | Buy |
22,471
+4,372
| +24% | +$975K | 0.2% | 119 |
|
|
2020
Q3 | $2.82M | Sell |
18,099
-557
| -3% | -$86.9K | 0.15% | 157 |
|
|
2020
Q2 | $3.17M | Buy |
18,656
+573
| +3% | +$97.4K | 0.18% | 130 |
|
|
2020
Q1 | $2.94M | Buy |
18,083
+1,597
| +10% | +$259K | 0.2% | 119 |
|
|
2019
Q4 | $5.44M | Buy |
16,486
+416
| +3% | +$137K | 0.29% | 93 |
|
|
2019
Q3 | $6.15M | Sell |
16,070
-142
| -0.9% | -$54.4K | 0.37% | 65 |
|
|
2019
Q2 | $5.9M | Buy |
16,212
+822
| +5% | +$299K | 0.37% | 64 |
|
|
2019
Q1 | $5.87M | Buy |
15,390
+3
| +0% | +$1.14K | 0.39% | 60 |
|
|
2018
Q4 | $4.87M | Sell |
15,387
-303
| -2% | -$95.9K | 0.36% | 66 |
|
|
2018
Q3 | $5.84M | Sell |
15,690
-63
| -0.4% | -$23.4K | 0.39% | 55 |
|
|
2018
Q2 | $5.29M | Sell |
15,753
-1,422
| -8% | -$477K | 0.41% | 61 |
|
|
2018
Q1 | $5.63M | Sell |
17,175
-487
| -3% | -$160K | 0.49% | 53 |
|
|
2017
Q4 | $5.21M | Buy |
17,662
+700
| +4% | +$206K | 0.47% | 55 |
|
|
2017
Q3 | $4.31M | Sell |
16,962
-24,497
| -59% | -$6.23M | 0.43% | 62 |
|
|
2017
Q2 | $8.22M | Buy |
41,459
+3,302
| +9% | +$654K | 0.84% | 17 |
|
|
2017
Q1 | $6.77M | Buy |
38,157
+6,294
| +20% | +$1.12M | 0.7% | 28 |
|
|
2016
Q4 | $4.96M | Buy |
31,863
+4,972
| +18% | +$774K | 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% | -$301K | 0.29% | 85 |
|
|
2016
Q1 | $2.23M | Buy |
+17,588
| New | +$2.23M | 0.34% | 65 |
|