GWM
BA icon

Gilpin Wealth Management’s Boeing BA Stock Holding History

Gilpin Wealth 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
Q3 		$20.7K Buy
111
+89
+405% +$19.1K 0.01% 278
2026
Q2 		$4.76K Hold
22
– – ﹤0.01% 373
2026
Q1 		$4.38K Hold
22
– – ﹤0.01% 365
2025
Q4 		$4.78K Buy
+22
New +$4.53K ﹤0.01% 343

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

Gilpin Wealth Management's BA Position: Q3 2026 in Review

Gilpin Wealth Management increased its Boeing (BA) stake by 405% in Q3 2026, buying an estimated $19.1K and bringing the position to 111 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #278.

Gilpin Wealth Management first reported a position in BA in Q4 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Gilpin Wealth Management held 111 shares of Boeing worth $20.7K as of Q3 2026.
  • Gilpin Wealth Management bought 89 Boeing shares in Q3 2026, an estimated $19.1K.
  • Boeing made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #278 holding.
  • Gilpin Wealth Management first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.