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Provenance Wealth Advisors’s Baker Hughes BKR Stock Holding History

Provenance Wealth Advisors’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
Q3 		– Sell
-100
Closed -$3.83K – 439
2025
Q2 		$3.83K Hold
100
– – ﹤0.01% 355
2025
Q1 		$4.39K Buy
+100
New +$4.46K ﹤0.01% 355

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provenance Wealth Advisors's BKR Position: Q3 2025 in Review

Provenance Wealth Advisors sold out of Baker Hughes (BKR) in Q3 2025, closing a stake of 100 shares — an estimated $3.83K sold.

Provenance Wealth Advisors first reported a position in BKR in Q1 2025 and held it in 2 quarters. The position peaked at $4.39K in Q1 2025. 955 funds tracked by Wall St. Rank hold BKR as of Q3 2025.

  • Provenance Wealth Advisors reported no remaining Baker Hughes position as of Q3 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 100 Baker Hughes shares in Q3 2025, an estimated $3.83K.
  • Provenance Wealth Advisors first reported a position in Baker Hughes in Q1 2025 and held it in 2 quarters.
  • Provenance Wealth Advisors's Baker Hughes position peaked at $4.39K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2025.

Based on Provenance Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.