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Elevation Wealth Partners’s Baker Hughes BKR Stock Holding History

Elevation 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
2026
Q3 		$6.92K Sell
126
-12
-9% -$715 ﹤0.01% 1022
2026
Q2 		$7.66K Hold
138
– – ﹤0.01% 897
2026
Q1 		$8.43K Buy
138
+25
+22% +$1.45K ﹤0.01% 562
2025
Q4 		$5.15K Buy
113
+87
+335% +$4.13K ﹤0.01% 621
2025
Q3 		$1.27K Buy
+26
New +$1.15K ﹤0.01% 719

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Elevation Wealth Partners's BKR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Baker Hughes (BKR) stake by 8.7% in Q3 2026, selling an estimated $715 and leaving 126 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Elevation Wealth Partners first reported a position in BKR in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.43K in Q1 2026. 48 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Elevation Wealth Partners held 126 shares of Baker Hughes worth $6.92K as of Q3 2026.
  • Elevation Wealth Partners sold 12 Baker Hughes shares in Q3 2026, an estimated $715.
  • Baker Hughes made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1022 holding.
  • Elevation Wealth Partners first reported a position in Baker Hughes in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Baker Hughes position peaked at $8.43K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.