Position in BA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$214,088
-$200,894 QoQ
Shares Held
989
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,210
of 2,613 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PCG Wealth Advisors, LLC holds $428,235 across 2 Aerospace & Defense names. BA ranks #2 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
573 | $214,147 | |
| 2 | BA |
Boeing Co
This page
|
989 | $214,088 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,088 | 989 | Shares | Sole | 2026-08-03 | |
| 2024-06-30 | $414,982 | 2,280 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $293,537 | 1,521 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||