Next Level Wealth Planning’s Baytex Energy BTE Stock Holding History

Next Level Wealth Planning’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$646	Buy	+143	New	+$642	﹤0.01%	503

Other funds holding BTE

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's BTE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Baytex Energy (BTE) in Q3 2026: 143 shares worth $646. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

58 funds tracked by Wall St. Rank hold BTE as of Q3 2026.

Next Level Wealth Planning held 143 shares of Baytex Energy worth $646 as of Q3 2026.
Baytex Energy was a new Next Level Wealth Planning position in Q3 2026.
Baytex Energy made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #503 holding.
58 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.