Wealth Enhancement Trust Services
BA icon

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
Q3 		$230K Sell
1,237
-867
-41% -$186K 0.02% 273
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Trust Services's BA Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Boeing (BA) stake by 41% in Q3 2026, selling an estimated $186K and leaving 1,237 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #273.

Wealth Enhancement Trust Services first reported a position in BA in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 1,916 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,237 shares of Boeing worth $230K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 867 Boeing shares in Q3 2026, an estimated $186K.
  • Boeing made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #273 holding.
  • Wealth Enhancement Trust Services first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Boeing position peaked at $455K in Q2 2026.
  • 1,916 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.