BA — BOEING CO

Ownership history in Centric Wealth Management  ·  22 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in BOEING CO (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.28% (2018 Q4)
Avg. % of fund
0.16%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,917 +1,831 +168.6% 0.13% $586K $215.83
2025 Q2 REDUCED 1,086 -157 -12.6% 0.06% $249K $209.53
2025 Q1 UNCHANGED 1,243 — 0% 0.06% $212K $170.55
2024 Q4 REDUCED 1,243 -5,000 -80.1% 0.06% $220K $177.00
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BA price (monthly, adj. close)

Other funds also holding BA

As of 2025 Q4 — sorted by position size

KING STREET CAPITAL MANAGEMENT, L.P. 3Y 7Y 19.9% Newport Trust Company, LLC 3Y 7Y 15.32% Spectrum Financial Alliance Ltd LLC 3Y 7Y 13.84% Westend Capital Management, LLC 3Y 7Y 8.78% Pentwater Capital Management LP 3Y 7Y 7.54% Sender Co & Partners, Inc. 3Y 7.16% Pentwater Capital Management LP 3Y 7Y 6.26% CMG Global Holdings, LLC 3Y 5.9% Avantyr Capital Partners, LP 5.5% Prospect Financial Services LLC 5.33%
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