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HighMark Wealth Management’s Baker Hughes BKR Stock Holding History

HighMark Wealth 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
2025
Q4 		– Sell
-103
Closed -$5.02K – 594
2025
Q3 		$5.02K Sell
103
-134
-57% -$5.91K ﹤0.01% 393
2025
Q2 		$9.09K Hold
237
– – ﹤0.01% 326
2025
Q1 		$9.23K Buy
237
+103
+77% +$4.6K 0.01% 299
2024
Q4 		$5.5K Buy
+134
New +$5.41K ﹤0.01% 370

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HighMark Wealth Management's BKR Position: Q4 2025 in Review

HighMark Wealth Management sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 103 shares — an estimated $5.02K sold.

HighMark Wealth Management first reported a position in BKR in Q4 2024 and held it in 4 quarters. The position peaked at $9.23K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

  • HighMark Wealth Management reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 103 Baker Hughes shares in Q4 2025, an estimated $5.02K.
  • HighMark Wealth Management first reported a position in Baker Hughes in Q4 2024 and held it in 4 quarters.
  • HighMark Wealth Management's Baker Hughes position peaked at $9.23K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.