Perigon Wealth Management’s Baker Hughes BKR Stock Holding History

Perigon 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
2026 Q2	$313K	Buy	5,643 +490	+10%	+$31K	﹤0.01%	1092
2026 Q1	$315K	Buy	5,153 +476	+10%	+$27.5K	0.01%	1002
2025 Q4	$213K	Buy	4,677 +28	+0.6%	+$1.33K	﹤0.01%	1215
2025 Q3	$226K	Buy	+4,649	New	+$205K	﹤0.01%	1088
2025 Q2	–	Sell	-6,247	Closed	-$275K	–	1062
2025 Q1	$275K	Buy	6,247 +102	+2%	+$4.55K	0.01%	846
2024 Q4	$285K	Buy	+6,145	New	+$248K	0.01%	841
2022 Q3	–	Sell	-7,364	Closed	-$213K	–	575
2022 Q2	$213K	Buy	7,364 +214	+3%	+$7.24K	0.02%	527
2022 Q1	$260K	Buy	+7,150	New	+$217K	0.02%	513
2018 Q2	–	Sell	-8	Closed	–	–	279
2018 Q1	$0	Buy	+8	New	+$245	﹤0.01%	643

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perigon Wealth Management's BKR Position: Q2 2026 in Review

Perigon Wealth Management increased its Baker Hughes (BKR) stake by 9.5% in Q2 2026, buying an estimated $31K and bringing the position to 5,643 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Perigon Wealth Management first reported a position in BKR in Q1 2018 and has held it in 9 quarters since. The position peaked at $315K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Perigon Wealth Management held 5,643 shares of Baker Hughes worth $313K as of Q2 2026.
Perigon Wealth Management bought 490 Baker Hughes shares in Q2 2026, an estimated $31K.
Baker Hughes made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1092 holding.
Perigon Wealth Management first reported a position in Baker Hughes in Q1 2018 and has held it in 9 quarters since.
Perigon Wealth Management's Baker Hughes position peaked at $315K in Q1 2026.
1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.