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Cassaday & Co Wealth Management’s Baker Hughes BKR Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q1 		$58.9K Buy
+965
New +$55.8K ﹤0.01% 582

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cassaday & Co Wealth Management's BKR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Baker Hughes (BKR) in Q1 2026: 965 shares worth $58.9K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Cassaday & Co Wealth Management held 965 shares of Baker Hughes worth $58.9K as of Q1 2026.
  • Baker Hughes was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #582 holding.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.