Spire Wealth Management’s Baytex Energy BTE Stock Holding History

Spire Wealth Management’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-150	Closed	-$671	–	2246
2026 Q1	$671	Buy	+150	New	+$553	﹤0.01%	2204
2025 Q4	–	Sell	-790	Closed	-$1.85K	–	2324
2025 Q3	$1.85K	Buy	+790	New	+$1.69K	﹤0.01%	2177

Other funds holding BTE

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return