GoalVest Advisory’s Baker Hughes BKR Stock Holding History

GoalVest Advisory’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	$2.26M	Buy	40,643 +2,729	+7%	+$173K	0.42%	36
2026 Q1	$2.31M	Buy	37,914 +2,702	+8%	+$156K	0.45%	34
2025 Q4	$1.6M	Buy	+35,212	New	+$1.67M	0.31%	49
2025 Q2	–	Sell	-5	Closed	-$220	–	374
2025 Q1	$220	Buy	+5	New	+$223	﹤0.01%	438
2022 Q2	–	Sell	-14	Closed	-$1K	–	327
2022 Q1	$1K	Buy	+14	New	+$425	﹤0.01%	312

Other funds holding BKR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's BKR Position: Q2 2026 in Review

GoalVest Advisory increased its Baker Hughes (BKR) stake by 7.2% in Q2 2026, buying an estimated $173K and bringing the position to 40,643 shares worth $2.26M. The position accounts for 0.42% of the portfolio, ranked #36.

GoalVest Advisory first reported a position in BKR in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.31M in Q1 2026. 153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

GoalVest Advisory held 40,643 shares of Baker Hughes worth $2.26M as of Q2 2026.
GoalVest Advisory bought 2,729 Baker Hughes shares in Q2 2026, an estimated $173K.
Baker Hughes made up 0.42% of GoalVest Advisory's portfolio in Q2 2026, its #36 holding.
GoalVest Advisory first reported a position in Baker Hughes in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's Baker Hughes position peaked at $2.31M in Q1 2026.
153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.