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 Q2	$439K	Buy	2,029 +73	+4%	+$16.2K	0.01%	530
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's BA Position: Q2 2026 in Review

GeoWealth Management increased its Boeing (BA) stake by 3.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,029 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #530.

GeoWealth Management first reported a position in BA in Q3 2019 and has held it in 12 quarters since. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

GeoWealth Management held 2,029 shares of Boeing worth $439K as of Q2 2026.
GeoWealth Management bought 73 Boeing shares in Q2 2026, an estimated $16.2K.
Boeing made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #530 holding.
GeoWealth Management first reported a position in Boeing in Q3 2019 and has held it in 12 quarters since.
2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.