Genesis Private Wealth’s Boeing BA Stock Holding History

Genesis Private 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	$332K	Sell	1,533 -2	-0.1%	-$445	0.09%	117
2026 Q1	$306K	Buy	1,535 +55	+4%	+$12.5K	0.1%	124
2025 Q4	$321K	Buy	1,480 +37	+3%	+$7.61K	0.1%	117
2025 Q3	$311K	Sell	1,443 -6	-0.4%	-$1.35K	0.13%	92
2025 Q2	$304K	Buy	1,449 +82	+6%	+$15.5K	0.14%	88
2025 Q1	$233K	Buy	+1,367	New	+$237K	0.12%	117

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

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

CAM

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

AIP

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Genesis Private Wealth's BA Position: Q2 2026 in Review

Genesis Private Wealth reduced its Boeing (BA) stake by 0.13% in Q2 2026, selling an estimated $445 and leaving 1,533 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #117.

Genesis Private Wealth first reported a position in BA in Q1 2025 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Genesis Private Wealth held 1,533 shares of Boeing worth $332K as of Q2 2026.
Genesis Private Wealth sold 2 Boeing shares in Q2 2026, an estimated $445.
Boeing made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #117 holding.
Genesis Private Wealth first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
597 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.