SIMA Wealth Partners’s Baker Hughes BKR Stock Holding History

SIMA Wealth Partners’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 Q2	–	Sell	-18	Closed	-$779	–	158
2025 Q1	$779	Hold	18	–	–	﹤0.01%	178
2024 Q4	$723	Buy	+18	New	+$726	﹤0.01%	166

Other funds holding BKR

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SIMA Wealth Partners's BKR Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 18 shares — an estimated $779 sold.

SIMA Wealth Partners first reported a position in BKR in Q4 2024 and held it in 2 quarters. The position peaked at $779 in Q1 2025. 883 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

SIMA Wealth Partners reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
SIMA Wealth Partners sold 18 Baker Hughes shares in Q2 2025, an estimated $779.
SIMA Wealth Partners first reported a position in Baker Hughes in Q4 2024 and held it in 2 quarters.
SIMA Wealth Partners's Baker Hughes position peaked at $779 in Q1 2025.
883 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.