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True Wealth Design’s Baker Hughes BKR Stock Holding History

True Wealth Design’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
Q2 		$45.7K Buy
823
+28
+4% +$1.77K 0.01% 525
2026
Q1 		$48.5K Buy
795
+6
+0.8% +$347 0.01% 412
2025
Q4 		$35.9K Sell
789
-6
-0.8% -$285 0.01% 429
2025
Q3 		$38.7K Buy
795
+23
+3% +$1.01K 0.01% 389
2025
Q2 		$29.6K Sell
772
-223
-22% -$8.41K 0.01% 298
2025
Q1 		$43.7K Buy
995
+87
+10% +$3.88K 0.02% 209
2024
Q4 		$37.2K Buy
908
+41
+5% +$1.65K 0.01% 221
2024
Q3 		$31.3K Buy
867
+829
+2,182% +$29.1K 0.01% 233
2024
Q2 		$1.34K Buy
38
+10
+36% +$328 ﹤0.01% 445
2024
Q1 		$938 Buy
28
+12
+75% +$370 ﹤0.01% 485
2023
Q4 		$547 Buy
16
+2
+14% +$68 ﹤0.01% 451
2023
Q3 		$495 Hold
14
– – ﹤0.01% 429
2023
Q2 		$443 Sell
14
-175
-93% -$5.1K ﹤0.01% 476
2023
Q1 		$5.46K Buy
189
+74
+64% +$2.24K ﹤0.01% 273
2022
Q4 		$3.4K Buy
+115
New +$3.17K ﹤0.01% 271

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

True Wealth Design's BKR Position: Q2 2026 in Review

True Wealth Design increased its Baker Hughes (BKR) stake by 3.5% in Q2 2026, buying an estimated $1.77K and bringing the position to 823 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #525.

True Wealth Design first reported a position in BKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.5K in Q1 2026. 255 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • True Wealth Design held 823 shares of Baker Hughes worth $45.7K as of Q2 2026.
  • True Wealth Design bought 28 Baker Hughes shares in Q2 2026, an estimated $1.77K.
  • Baker Hughes made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #525 holding.
  • True Wealth Design first reported a position in Baker Hughes in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Baker Hughes position peaked at $48.5K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.