Peterson Wealth Services
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Peterson Wealth Services’s Baker Hughes BKR Stock Holding History

Peterson Wealth Services’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 		$22K Hold
400
– – ﹤0.01% 172
2026
Q2 		$22.2K Hold
400
– – ﹤0.01% 176
2026
Q1 		$24.4K Hold
400
– – 0.01% 174
2025
Q4 		$18.2K Hold
400
– – ﹤0.01% 170
2025
Q3 		$19.5K Hold
400
– – ﹤0.01% 176
2025
Q2 		$15.3K Hold
400
– – ﹤0.01% 171
2025
Q1 		$17.6K Hold
400
– – 0.01% 171
2024
Q4 		$16.4K Buy
+400
New +$16.1K ﹤0.01% 177

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Peterson Wealth Services's BKR Position: Q3 2026 in Review

Peterson Wealth Services held its Baker Hughes (BKR) position steady in Q3 2026 at 400 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Peterson Wealth Services first reported a position in BKR in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.4K in Q1 2026. 967 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Peterson Wealth Services held 400 shares of Baker Hughes worth $22K as of Q3 2026.
  • Peterson Wealth Services left its Baker Hughes share count unchanged in Q3 2026.
  • Baker Hughes made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #172 holding.
  • Peterson Wealth Services first reported a position in Baker Hughes in Q4 2024 and has held it in 8 quarters since.
  • Peterson Wealth Services's Baker Hughes position peaked at $24.4K in Q1 2026.
  • 967 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.