BetterWealth’s Baker Hughes BKR Stock Holding History

BetterWealth’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 Q1	–	Sell	-7,628	Closed	-$313K	–	64
2024 Q4	$313K	Buy	7,628 +28	+0.4%	+$1.13K	0.09%	51
2024 Q3	$275K	Hold	7,600	–	–	0.08%	50
2024 Q2	$267K	Hold	7,600	–	–	0.09%	46
2024 Q1	$255K	Hold	7,600	–	–	0.08%	53
2023 Q4	$260K	Hold	7,600	–	–	0.09%	52
2023 Q3	$268K	Hold	7,600	–	–	0.11%	39
2023 Q2	$240K	Hold	7,600	–	–	0.09%	40
2023 Q1	$219K	Hold	7,600	–	–	0.09%	41
2022 Q4	$224K	Buy	+7,600	New	+$210K	0.1%	34
2022 Q3	–	Sell	-7,600	Closed	-$219K	–	37
2022 Q2	$219K	Sell	7,600 -1,400	-16%	-$47.3K	0.11%	34
2022 Q1	$328K	Hold	9,000	–	–	0.44%	23
2021 Q4	$217K	Buy	+9,000	New	+$222K	0.15%	36

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BetterWealth's BKR Position: Q1 2025 in Review

BetterWealth sold out of Baker Hughes (BKR) in Q1 2025, closing a stake of 7,628 shares — an estimated $313K sold.

BetterWealth first reported a position in BKR in Q4 2021 and held it in 12 quarters. The position peaked at $328K in Q1 2022. 958 funds tracked by Wall St. Rank hold BKR as of Q1 2025.

BetterWealth reported no remaining Baker Hughes position as of Q1 2025 after selling out during the quarter.
BetterWealth sold 7,628 Baker Hughes shares in Q1 2025, an estimated $313K.
BetterWealth first reported a position in Baker Hughes in Q4 2021 and held it in 12 quarters.
BetterWealth's Baker Hughes position peaked at $328K in Q1 2022.
958 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2025.

Based on BetterWealth's 13F filing for Q1 2025, filed 28 Apr 2025.