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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
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

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Elevation Wealth Partners's BKR Position: Q2 2026 in Review

Elevation Wealth Partners held its Baker Hughes (BKR) position steady in Q2 2026 at 138 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Elevation Wealth Partners first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.43K in Q1 2026. 1,141 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Elevation Wealth Partners held 138 shares of Baker Hughes worth $7.66K as of Q2 2026.
  • Elevation Wealth Partners left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #897 holding.
  • Elevation Wealth Partners first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Baker Hughes position peaked at $8.43K in Q1 2026.
  • 1,141 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.