TriaGen Wealth Management’s Boeing BA Stock Holding History

TriaGen 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 Q2	$397K	Hold	1,836	–	–	0.1%	144
2026 Q1	$365K	Sell	1,836 -622	-25%	-$142K	0.1%	135
2025 Q4	$534K	Buy	2,458 +122	+5%	+$25.1K	0.14%	117
2025 Q3	$504K	Hold	2,336	–	–	0.13%	122
2025 Q2	$489K	Hold	2,336	–	–	0.15%	114
2025 Q1	$398K	Sell	2,336 -10,300	-82%	-$1.78M	0.14%	120
2024 Q4	$2.24M	Sell	12,636 -100	-0.8%	-$15.7K	0.75%	34
2024 Q3	$1.94M	Buy	12,736 +9,810	+335%	+$1.68M	0.65%	41
2024 Q2	$533K	Buy	2,926 +490	+20%	+$87.3K	0.21%	97
2024 Q1	$470K	Buy	2,436 +500	+26%	+$103K	0.2%	100
2023 Q4	$505K	Sell	1,936 -382	-16%	-$81.7K	0.24%	91
2023 Q3	$444K	Hold	2,318	–	–	0.23%	97
2023 Q2	$489K	Hold	2,318	–	–	0.22%	103
2023 Q1	$492K	Hold	2,318	–	–	0.25%	95
2022 Q4	$442K	Hold	2,318	–	–	0.25%	99
2022 Q3	$281K	Sell	2,318 -74	-3%	-$11.3K	0.16%	129
2022 Q2	$327K	Hold	2,392	–	–	0.23%	101
2022 Q1	$458K	Hold	2,392	–	–	0.24%	110
2021 Q4	$482K	Hold	2,392	–	–	0.24%	104
2021 Q3	$526K	Sell	2,392 -115	-5%	-$25.6K	0.29%	96
2021 Q2	$568K	Buy	2,507 +490	+24%	+$118K	0.29%	93
2021 Q1	$514K	Buy	2,017 +10	+0.5%	+$2.22K	0.3%	92
2020 Q4	$430K	Buy	+2,007	New	+$386K	0.25%	107

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

TriaGen Wealth Management's BA Position: Q2 2026 in Review

TriaGen Wealth Management held its Boeing (BA) position steady in Q2 2026 at 1,836 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #144.

TriaGen Wealth Management first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2024. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

TriaGen Wealth Management held 1,836 shares of Boeing worth $397K as of Q2 2026.
TriaGen Wealth Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #144 holding.
TriaGen Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Boeing position peaked at $2.24M in Q4 2024.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.