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Wealth Enhancement Trust Services’s Boeing BA Stock Holding History

Wealth Enhancement Trust Services’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 		$455K Buy
2,104
+74
+4% +$16.5K 0.05% 215
2026
Q1 		$404K Buy
2,030
+845
+71% +$192K 0.05% 222
2025
Q4 		$257K Buy
+1,185
New +$244K 0.03% 242

Other funds holding BA

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Trust Services's BA Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Boeing (BA) stake by 3.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,104 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #215.

Wealth Enhancement Trust Services first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,064 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,104 shares of Boeing worth $455K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 74 Boeing shares in Q2 2026, an estimated $16.5K.
  • Boeing made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #215 holding.
  • Wealth Enhancement Trust Services first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,064 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.