Safe Harbor Wealth Advisors’s Baker Hughes BKR Stock Holding History

Safe Harbor 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 Q4	$291K	Buy	+4,741	New	+$225K	0.28%	77

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Safe Harbor Wealth Advisors's BKR Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Baker Hughes (BKR) in Q4 2025: 4,741 shares worth $291K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

1,017 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

Safe Harbor Wealth Advisors held 4,741 shares of Baker Hughes worth $291K as of Q4 2025.
Baker Hughes was a new Safe Harbor Wealth Advisors position in Q4 2025.
Baker Hughes made up 0.28% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #77 holding.
1,017 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.