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Insight Wealth Strategies’s Baker Hughes BKR Stock Holding History

Insight Wealth Strategies’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
Q3 		$5.67M Buy
103,189
+2,497
+2% +$149K 0.56% 63
2026
Q2 		$5.42M Buy
100,692
+4,804
+5% +$304K 0.53% 66
2026
Q1 		$5.85M Sell
95,888
-13,320
-12% -$770K 0.65% 46
2025
Q4 		$4.97M Buy
109,208
+3,324
+3% +$158K 0.57% 50
2025
Q3 		$5.16M Buy
+105,884
New +$4.67M 0.61% 46

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's BKR Position: Q3 2026 in Review

Insight Wealth Strategies increased its Baker Hughes (BKR) stake by 2.5% in Q3 2026, buying an estimated $149K and bringing the position to 103,189 shares worth $5.67M. The position accounts for 0.56% of the portfolio, ranked #63.

Insight Wealth Strategies first reported a position in BKR in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.85M in Q1 2026. 45 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Insight Wealth Strategies held 103,189 shares of Baker Hughes worth $5.67M as of Q3 2026.
  • Insight Wealth Strategies bought 2,497 Baker Hughes shares in Q3 2026, an estimated $149K.
  • Baker Hughes made up 0.56% of Insight Wealth Strategies's portfolio in Q3 2026, its #63 holding.
  • Insight Wealth Strategies first reported a position in Baker Hughes in Q3 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's Baker Hughes position peaked at $5.85M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.