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Golden State Wealth Management’s Boeing BA Stock Holding History

Golden State 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
2019
Q4 		– Sell
-1
Closed -$1K – 124
2019
Q3 		$1K Buy
+1
New +$357 ﹤0.01% 1006

Other funds holding BA

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Massachusetts Financial Services
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Golden State Wealth Management's BA Position: Q2 2026 in Review

Golden State Wealth Management increased its Boeing (BA) stake by 11% in Q2 2026, buying an estimated $193K and bringing the position to 8,642 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #122.

Golden State Wealth Management first reported a position in BA in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.03M in Q2 2019. 1,379 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Golden State Wealth Management held 8,642 shares of Boeing worth $1.87M as of Q2 2026.
  • Golden State Wealth Management bought 868 Boeing shares in Q2 2026, an estimated $193K.
  • Boeing made up 0.17% of Golden State Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Golden State Wealth Management first reported a position in Boeing in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Boeing position peaked at $2.03M in Q2 2019.
  • 1,379 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.