Von Berge Wealth Management Group’s Boeing BA Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-1,171	Closed	-$268K	–	3
2025 Q2	$268K	Buy	+1,171	New	+$221K	0.15%	50
2024 Q1	–	Sell	-952	Closed	-$207K	–	68
2023 Q4	$207K	Buy	+952	New	+$204K	0.16%	65
2023 Q3	–	Sell	-1,177	Closed	-$249K	–	58
2023 Q2	$249K	Hold	1,177	–	–	0.21%	54
2023 Q1	$254K	Hold	1,177	–	–	0.23%	48
2022 Q4	$249K	Buy	+1,177	New	+$193K	0.22%	49

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Von Berge Wealth Management Group's BA Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Boeing (BA) in Q3 2025, closing a stake of 1,171 shares — an estimated $268K sold.

Von Berge Wealth Management Group first reported a position in BA in Q4 2022 and held it in 5 quarters. The position peaked at $268K in Q2 2025. 2,378 funds tracked by Wall St. Rank hold BA as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,171 Boeing shares in Q3 2025, an estimated $268K.
Von Berge Wealth Management Group first reported a position in Boeing in Q4 2022 and held it in 5 quarters.
Von Berge Wealth Management Group's Boeing position peaked at $268K in Q2 2025.
2,378 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.