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Synergy Investment Management’s Baker Hughes BKR Stock Holding History

Synergy Investment Management’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
Q1 		$5.25K Buy
+86
New +$4.97K ﹤0.01% 573
2025
Q2 		– Sell
-102
Closed -$4.48K – 124
2025
Q1 		$4.48K Hold
102
– – ﹤0.01% 468
2024
Q4 		$4.18K Buy
+102
New +$4.11K ﹤0.01% 484

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VPM
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Capital World Investors
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Dodge & Cox
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Invesco
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Geode Capital Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Synergy Investment Management's BKR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Baker Hughes (BKR) in Q1 2026: 86 shares worth $5.25K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BKR as recently as Q1 2025.

Synergy Investment Management first reported a position in BKR in Q4 2024 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Synergy Investment Management held 86 shares of Baker Hughes worth $5.25K as of Q1 2026.
  • Baker Hughes was a new Synergy Investment Management position in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #573 holding.
  • Synergy Investment Management first reported a position in Baker Hughes in Q4 2024 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.