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Concord Wealth Partners’s Baker Hughes BKR Stock Holding History

Concord 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
Q4 		– Sell
-106
Closed -$5.16K – 855
2025
Q3 		$5.16K Hold
106
– – ﹤0.01% 618
2025
Q2 		$4.06K Hold
106
– – ﹤0.01% 657
2025
Q1 		$4.66K Hold
106
– – ﹤0.01% 594
2024
Q4 		$4.35K Hold
106
– – ﹤0.01% 621
2024
Q3 		$3.83K Hold
106
– – ﹤0.01% 672
2024
Q2 		$3.73K Sell
106
-66
-38% -$2.17K ﹤0.01% 605
2024
Q1 		$5.76K Hold
172
– – ﹤0.01% 638
2023
Q4 		$5.88K Buy
172
+66
+62% +$2.25K ﹤0.01% 621
2023
Q3 		$3.74K Sell
106
-35
-25% -$1.24K ﹤0.01% 766
2023
Q2 		$4.46K Buy
+141
New +$4.11K ﹤0.01% 726
2022
Q3 		– Sell
-228
Closed -$7K – 266
2022
Q2 		$7K Buy
+228
New +$7.71K ﹤0.01% 745
2021
Q2 		– Sell
-37
Closed -$1K – 1043
2021
Q1 		$1K Buy
+37
New +$843 ﹤0.01% 886

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's BKR Position: Q4 2025 in Review

Concord Wealth Partners sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 106 shares — an estimated $5.16K sold.

Concord Wealth Partners first reported a position in BKR in Q1 2021 and held it in 12 quarters. The position peaked at $7K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

  • Concord Wealth Partners reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 106 Baker Hughes shares in Q4 2025, an estimated $5.16K.
  • Concord Wealth Partners first reported a position in Baker Hughes in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's Baker Hughes position peaked at $7K in Q2 2022.
  • 1,017 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.