Private Wealth Management Group’s Bridger Aerospace BAER Stock Holding History

Private Wealth Management Group’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22	Hold	30	–	–	﹤0.01%	1502
2026 Q2	$58	Hold	30	–	–	﹤0.01%	1450
2026 Q1	$60	Hold	30	–	–	﹤0.01%	1420
2025 Q4	$55	Hold	30	–	–	﹤0.01%	1463
2025 Q3	$56	Hold	30	–	–	﹤0.01%	1478
2025 Q2	$58	Hold	30	–	–	﹤0.01%	1483
2025 Q1	$34	Buy	+30	New	+$66	﹤0.01%	1474

Other funds holding BAER

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Private Wealth Management Group's BAER Position: Q3 2026 in Review

Private Wealth Management Group held its Bridger Aerospace (BAER) position steady in Q3 2026 at 30 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Private Wealth Management Group first reported a position in BAER in Q1 2025 and has held it in 7 quarters since. The position peaked at $60 in Q1 2026. 11 funds tracked by Wall St. Rank hold BAER as of Q3 2026.

Private Wealth Management Group held 30 shares of Bridger Aerospace worth $22 as of Q3 2026.
Private Wealth Management Group left its Bridger Aerospace share count unchanged in Q3 2026.
Bridger Aerospace made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1502 holding.
Private Wealth Management Group first reported a position in Bridger Aerospace in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's Bridger Aerospace position peaked at $60 in Q1 2026.
11 funds tracked by Wall St. Rank held Bridger Aerospace as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.