HWM
BGL

HighMark Wealth Management’s Blue Gold Ltd BGL Stock Holding History

HighMark Wealth Management’s Portfolio BGL Stock Details BGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326 Hold
270
– – ﹤0.01% 519
2025
Q4 		$518 Buy
270
+240
+800% +$1.39K ﹤0.01% 537
2025
Q3 		$278 Buy
+30
New +$566 ﹤0.01% 572

Other funds holding BGL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighMark Wealth Management's BGL Position: Q1 2026 in Review

HighMark Wealth Management held its Blue Gold Ltd (BGL) position steady in Q1 2026 at 270 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #519.

HighMark Wealth Management first reported a position in BGL in Q3 2025 and has held it in 3 quarters since. The position peaked at $518 in Q4 2025. 17 funds tracked by Wall St. Rank hold BGL as of Q1 2026.

  • HighMark Wealth Management held 270 shares of Blue Gold Ltd worth $326 as of Q1 2026.
  • HighMark Wealth Management left its Blue Gold Ltd share count unchanged in Q1 2026.
  • Blue Gold Ltd made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #519 holding.
  • HighMark Wealth Management first reported a position in Blue Gold Ltd in Q3 2025 and has held it in 3 quarters since.
  • HighMark Wealth Management's Blue Gold Ltd position peaked at $518 in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Blue Gold Ltd as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.