General American Investors Buys Boeing & Key Healthcare Stocks in Q2

According to insider data from Insiderset for General American Investors Co Inc (GAIA), as reported on their institutional profile, the firm's portfolio saw significant changes during Q2 2026.

The data reveals that GAIA engaged in both buying and selling activities this quarter. Notably, they increased their stake in several large-cap companies:

• Boeing Company/The (BA): GAIA purchased shares of Boeing, adding 32100 shares and increasing its portfolio allocation to 1.1%. This represents a substantial increase in position size.
• ARS Pharmaceuticals Inc (SPRY): The investor added over 500,000 shares of ARS Pharmaceuticals, boosting the allocation to 0.59%. This is a significant new investment.
• Quest Diagnostics (DGX): GAIA bought back all 28,284 shares of Quest Diagnostics, fully restoring its position at 0.36% allocation.
• i-80 Gold Corp (IAUX): The investor significantly increased their stake in junior miner i-80 Gold by acquiring over 1.8 million shares, raising the allocation to a noteworthy 0.29%.

In contrast, GAIA sold or reduced positions in other stocks:

• Arista Networks Inc (ANET): The investor disposed of their entire position in Arista Networks, selling all 55,142 shares held previously. This exit resulted in a reduction to an allocation of 0.0%.
• BlackBerry Ltd (BB): GAIA sold nearly 700,000 shares of BlackBerry, decreasing the position by almost two-thirds and reducing its allocation to just 0.25%.

These actions reflect GAIA's focus on specific sectors during Q2:

• The firm maintained a strong presence in Technology, evidenced by purchases of Boeing, Quest Diagnostics (though partially sold), and significant holdings in other tech-related companies like ARS Pharmaceuticals.
• In Healthcare, GAIA bolstered its position with purchases of ARS Pharmaceuticals and maintained stakes in companies like Pfizer, though the latter saw a reduction.
• The investor also demonstrated interest in smaller or mid-cap entities, notably increasing their stake in junior gold miner i-80 Gold.

Overall, GAIA's Q2 activity suggests a strategic approach focused on:

• Purchasing undervalued or growth-oriented large-cap stocks like Boeing.
• Investing in healthcare companies, particularly through new positions like ARS Pharmaceuticals.
• Selling or exiting technology stocks that may no longer align with their investment thesis.

For a detailed view of GAIA's entire portfolio and holdings, including the stable top positions like Apple, Amazon, and Berkshire Hathaway that showed no change, please refer to the full portfolio data available on Insiderset.