Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s Boeing BA Stock Holding History

Summit Wealth Group (Colorado)’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 		$459K Sell
2,465
-1,257
-34% -$270K 0.03% 278
2026
Q2 		$806K Buy
3,722
+1,044
+39% +$232K 0.07% 152
2026
Q1 		$533K Buy
2,678
+704
+36% +$160K 0.06% 176
2025
Q4 		$429K Buy
+1,974
New +$406K 0.06% 167
2025
Q3 		– Sell
-1,788
Closed -$375K – 492
2025
Q2 		$375K Buy
+1,788
New +$338K 0.09% 159

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BA Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Boeing (BA) stake by 34% in Q3 2026, selling an estimated $270K and leaving 2,465 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #278.

Summit Wealth Group (Colorado) first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $806K in Q2 2026. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,465 shares of Boeing worth $459K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 1,257 Boeing shares in Q3 2026, an estimated $270K.
  • Boeing made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #278 holding.
  • Summit Wealth Group (Colorado) first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Boeing position peaked at $806K in Q2 2026.
  • 1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.