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GeoWealth Management’s Boeing BA Stock Holding History

GeoWealth 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 		$389K Buy
1,956
+221
+13% +$50.3K 0.01% 528
2025
Q4 		$377K Sell
1,735
-50
-3% -$10.3K 0.01% 506
2025
Q3 		$385K Sell
1,785
-135
-7% -$30.4K 0.01% 514
2025
Q2 		$402K Buy
1,920
+757
+65% +$143K 0.02% 458
2025
Q1 		$198K Sell
1,163
-175
-13% -$30.3K 0.01% 663
2024
Q4 		$237K Sell
1,338
-139
-9% -$21.8K 0.01% 699
2024
Q3 		$224K Sell
1,477
-307
-17% -$52.6K 0.01% 681
2024
Q2 		$325K Sell
1,784
-107
-6% -$19.1K 0.01% 556
2024
Q1 		$365K Buy
1,891
+825
+77% +$170K 0.01% 518
2023
Q4 		$277K Buy
+1,066
New +$228K 0.02% 429
2019
Q4 		– Sell
-1,154
Closed -$439K – 106
2019
Q3 		$439K Buy
+1,154
New +$413K 0.1% 109

Other funds holding BA

BlackRock
BlackRock New York $5.7T 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