Dynasty Wealth Management’s Baker Hughes BKR Stock Holding History

Dynasty 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
2025 Q3	–	Sell	-8,855	Closed	-$339K	–	308
2025 Q2	$339K	Buy	8,855 +864	+11%	+$32.6K	0.01%	203
2025 Q1	$351K	Buy	7,991 +87	+1%	+$3.88K	0.01%	214
2024 Q4	$324K	Buy	7,904 +207	+3%	+$8.35K	0.01%	225
2024 Q3	$278K	Buy	7,697 +6	+0.1%	+$211	0.01%	205
2024 Q2	$270K	Buy	7,691 +684	+10%	+$22.4K	0.01%	222
2024 Q1	$235K	Buy	+7,007	New	+$216K	0.01%	240

Other funds holding BKR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's BKR Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Baker Hughes (BKR) in Q3 2025, closing a stake of 8,855 shares — an estimated $339K sold.

Dynasty Wealth Management first reported a position in BKR in Q1 2024 and held it in 6 quarters. The position peaked at $351K in Q1 2025. 957 funds tracked by Wall St. Rank hold BKR as of Q3 2025.

Dynasty Wealth Management reported no remaining Baker Hughes position as of Q3 2025 after selling out during the quarter.
Dynasty Wealth Management sold 8,855 Baker Hughes shares in Q3 2025, an estimated $339K.
Dynasty Wealth Management first reported a position in Baker Hughes in Q1 2024 and held it in 6 quarters.
Dynasty Wealth Management's Baker Hughes position peaked at $351K in Q1 2025.
957 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.