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Principia Wealth Advisory’s Baker Hughes BKR Stock Holding History

Principia Wealth Advisory’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 		$3.42K Buy
75
+8
+12% +$379 ﹤0.01% 341
2025
Q3 		$3.26K Buy
67
+6
+10% +$265 ﹤0.01% 353
2025
Q2 		$2.34K Buy
61
+14
+30% +$528 ﹤0.01% 352
2025
Q1 		$1.82K Buy
47
+27
+135% +$1.21K ﹤0.01% 295
2024
Q4 		$820 Buy
+20
New +$807 ﹤0.01% 409

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

Principia Wealth Advisory's BKR Position: Q4 2025 in Review

Principia Wealth Advisory increased its Baker Hughes (BKR) stake by 12% in Q4 2025, buying an estimated $379 and bringing the position to 75 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Principia Wealth Advisory first reported a position in BKR in Q4 2024 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

  • Principia Wealth Advisory held 75 shares of Baker Hughes worth $3.42K as of Q4 2025.
  • Principia Wealth Advisory bought 8 Baker Hughes shares in Q4 2025, an estimated $379.
  • Baker Hughes made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #341 holding.
  • Principia Wealth Advisory first reported a position in Baker Hughes in Q4 2024 and has held it in 5 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.