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Gerald Baker Financial Group’s Boeing BA Stock Holding History

Gerald Baker Financial Group’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
Q3 		$672K Sell
3,614
-89
-2% -$19.1K 0.19% 78
2026
Q2 		$802K Buy
3,703
+528
+17% +$117K 0.23% 71
2026
Q1 		$632K Buy
+3,175
New +$723K 0.2% 79

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Gerald Baker Financial Group's BA Position: Q3 2026 in Review

Gerald Baker Financial Group reduced its Boeing (BA) stake by 2.4% in Q3 2026, selling an estimated $19.1K and leaving 3,614 shares worth $672K. The position accounts for 0.19% of the portfolio, ranked #78.

Gerald Baker Financial Group first reported a position in BA in Q1 2026 and has held it in 3 quarters since. The position peaked at $802K in Q2 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Gerald Baker Financial Group held 3,614 shares of Boeing worth $672K as of Q3 2026.
  • Gerald Baker Financial Group sold 89 Boeing shares in Q3 2026, an estimated $19.1K.
  • Boeing made up 0.19% of Gerald Baker Financial Group's portfolio in Q3 2026, its #78 holding.
  • Gerald Baker Financial Group first reported a position in Boeing in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's Boeing position peaked at $802K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.