Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$439,217
+$49,915 QoQ
Shares Held
2,029
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,633
of 2,609 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $10,974,564 across 13 Aerospace & Defense names. BA ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,221 | $2,324,974 | |
| 2 | GD |
General Dynamics Corp
|
4,812 | $1,704,602 | |
| 3 | RTX |
RTX Corp
|
8,068 | $1,530,741 | |
| 4 | CW |
Curtiss Wright Corp
|
1,985 | $1,504,153 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,148 | $846,371 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 7 | BA |
Boeing Co
This page
|
2,029 | $439,217 | |
| 8 | EMBJ |
Embraer S.A.
|
6,226 | $397,218 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,217 | 2,029 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $389,302 | 1,956 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $376,703 | 1,735 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $385,256 | 1,785 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $402,297 | 1,920 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $198,349 | 1,163 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $236,826 | 1,338 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $224,563 | 1,477 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $324,705 | 1,784 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $364,944 | 1,891 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $277,863 | 1,066 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||