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Retirement Wealth Solutions’s Baker Hughes BKR Stock Holding History

Retirement Wealth Solutions’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 		$4.45K Buy
81
+26
+47% +$1.55K ﹤0.01% 403
2026
Q2 		$3.05K Sell
55
-13
-19% -$822 ﹤0.01% 438
2026
Q1 		$4.15K Buy
68
+11
+19% +$636 ﹤0.01% 356
2025
Q4 		$2.6K Buy
57
+4
+8% +$190 ﹤0.01% 415
2025
Q3 		$2.58K Buy
+53
New +$2.34K ﹤0.01% 401

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Retirement Wealth Solutions's BKR Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Baker Hughes (BKR) stake by 47% in Q3 2026, buying an estimated $1.55K and bringing the position to 81 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Retirement Wealth Solutions first reported a position in BKR in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Retirement Wealth Solutions held 81 shares of Baker Hughes worth $4.45K as of Q3 2026.
  • Retirement Wealth Solutions bought 26 Baker Hughes shares in Q3 2026, an estimated $1.55K.
  • Baker Hughes made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #403 holding.
  • Retirement Wealth Solutions first reported a position in Baker Hughes in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.