SEC 13F Intelligence

Beta Wealth Group, Inc. / BA

Beta Wealth Group, Inc.’s Boeing Co Position

Does Beta Wealth Group, Inc. own Boeing Co (BA)? Not currently — the last reported position was 12.8K shares worth $3M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2023
Shares
12.8K
% of Portfolio
+1.55%
Quarters Held
9
position exited

Position History BA

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $4MQ1 ’23: $3MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202312.8K$3M+1.55%
Q4 202219.4K$4M+2.48%
Q3 202215.4K$2M+1.34%
Q2 202214.8K$2M+1.36%
Q1 202212.6K$2M+1.62%
Q4 202114.6K$3M+2.32%
Q3 202114.6K$3M+2.32%
Q2 202112.1K$3M+2.02%
Q1 202111.6K$3M+2.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beta Wealth Group, Inc.’s full portfolio or all institutional holders of BA.