GeoWealth Management’s Baker Hughes BKR Stock Holding History

GeoWealth 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 Q2	$968K	Buy	17,444 +611	+4%	+$38.6K	0.03%	334
2026 Q1	$1.03M	Sell	16,833 -171	-1%	-$9.88K	0.04%	278
2025 Q4	$774K	Sell	17,004 -306	-2%	-$14.5K	0.03%	339
2025 Q3	$843K	Sell	17,310 -219	-1%	-$9.66K	0.03%	338
2025 Q2	$672K	Buy	17,529 +696	+4%	+$26.3K	0.03%	344
2025 Q1	$740K	Sell	16,833 -3,016	-15%	-$135K	0.03%	336
2024 Q4	$814K	Sell	19,849 -274	-1%	-$11.1K	0.03%	347
2024 Q3	$727K	Sell	20,123 -1,157	-5%	-$40.7K	0.03%	382
2024 Q2	$748K	Sell	21,280 -1,948	-8%	-$63.9K	0.03%	332
2024 Q1	$778K	Buy	23,228 +18,445	+386%	+$569K	0.03%	341
2023 Q4	$164K	Buy	4,783 +3,266	+215%	+$111K	0.01%	533
2023 Q3	$53K	Buy	+1,517	New	+$53.7K	0.01%	389

Other funds holding BKR

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

GeoWealth Management's BKR Position: Q2 2026 in Review

GeoWealth Management increased its Baker Hughes (BKR) stake by 3.6% in Q2 2026, buying an estimated $38.6K and bringing the position to 17,444 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #334.

GeoWealth Management first reported a position in BKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

GeoWealth Management held 17,444 shares of Baker Hughes worth $968K as of Q2 2026.
GeoWealth Management bought 611 Baker Hughes shares in Q2 2026, an estimated $38.6K.
Baker Hughes made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #334 holding.
GeoWealth Management first reported a position in Baker Hughes in Q3 2023 and has held it in 12 quarters since.
GeoWealth Management's Baker Hughes position peaked at $1.03M in Q1 2026.
1,152 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.