Balboa Wealth Partners’s Baker Hughes BKR Stock Holding History

Balboa Wealth Partners’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,571	Closed	-$289K	–	382
2025 Q1	$289K	Sell	6,571 -1,089	-14%	-$48.6K	0.07%	207
2024 Q4	$314K	Buy	+7,660	New	+$309K	0.07%	203
2023 Q4	–	Sell	-8,100	Closed	-$286K	–	287
2023 Q3	$286K	Buy	+8,100	New	+$287K	0.11%	164

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Balboa Wealth Partners's BKR Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 6,571 shares — an estimated $289K sold.

Balboa Wealth Partners first reported a position in BKR in Q3 2023 and held it in 3 quarters. The position peaked at $314K in Q4 2024. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Balboa Wealth Partners reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 6,571 Baker Hughes shares in Q2 2025, an estimated $289K.
Balboa Wealth Partners first reported a position in Baker Hughes in Q3 2023 and held it in 3 quarters.
Balboa Wealth Partners's Baker Hughes position peaked at $314K in Q4 2024.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.