Centric Wealth Management

Position in BA — Boeing Co

CIK 1752761 CHICAGO, IL

Position in BA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$223,613

+$18,016 QoQ

Shares Held

1,033

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,164

of 2,609 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Centric Wealth Management holds $8,220,577 across 4 Aerospace & Defense names. BA ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	23,364	$4,432,851
2	LMT	Lockheed Martin Corp	6,208	$3,162,727
3	GE	General Electric Co	1,074	$401,386
4	BA	Boeing Co This page	1,033	$223,613

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,613	1,033	0.0%	Shares	Sole	2026-08-06
2026-03-31	$205,597	1,033	-64.6%	Shares	Sole	2026-05-12
2025-09-30	$629,576	2,917	+168.6%	Shares	Sole	2025-11-04
2025-06-30	$227,549	1,086	-12.6%	Shares	Sole	2025-08-12
2025-03-31	$211,993	1,243	0.0%	Shares	Sole	2025-05-15
2024-12-31	$220,011	1,243	-80.1%	Shares	Sole	2025-02-12
2024-09-30	$949,185	6,243	+361.8%	Shares	Sole	2024-11-14
2024-06-30	$246,077	1,352	-38.4%	Shares	Sole	2024-08-13
2022-12-31	$418,125	2,195	0.0%	Shares	Sole	2023-01-04
2022-09-30	$265,770	2,195	-0.2%	Shares	Sole	2022-10-05
2022-06-30	$300,784	2,200	-1.1%	Shares	Sole	2022-07-06
2022-03-31	$426,087	2,225	+5.9%	Shares	Sole	2022-04-05
2021-12-31	$423,174	2,102	-4.8%	Shares	Sole	2022-01-27
2021-09-30	$485,627	2,208	-0.5%	Shares	Sole	2021-10-06
2021-06-30	$531,344	2,218	-1.5%	Shares	Sole	2021-07-21
2021-03-31	$573,629	2,252	+4.3%	Shares	Sole	2021-04-14
2020-12-31	$462,369	2,160	+220.5%	Shares	Sole	2021-02-16
2020-09-30	$111,385	674	-68.0%	Shares	Sole	2020-10-05
2020-06-30	$385,846	2,105	+212.3%	Shares	Sole	2020-07-29
2020-03-31	$100,520	674	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.