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Valeo Financial Advisors’s Baker Hughes BKR Stock Holding History

Valeo Financial 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
2026
Q3 		$388K Buy
7,062
+387
+6% +$23.1K 0.01% 541
2026
Q2 		$370K Buy
6,675
+1,069
+19% +$67.6K 0.01% 544
2026
Q1 		$342K Sell
5,606
-4,853
-46% -$281K 0.01% 503
2025
Q4 		$476K Buy
10,459
+1,280
+14% +$60.7K 0.01% 476
2025
Q3 		$447K Buy
9,179
+1,288
+16% +$56.8K 0.01% 491
2025
Q2 		$303K Buy
+7,891
New +$298K 0.01% 579
2021
Q2 		– Sell
-60
Closed -$1K – 671
2021
Q1 		$1K Buy
+60
New +$1.37K ﹤0.01% 1869
2020
Q4 		– Sell
-43
Closed -$1K – 1679
2020
Q3 		$1K Sell
43
-103
-71% -$1.58K ﹤0.01% 1469
2020
Q2 		$2K Sell
146
-94
-39% -$1.38K ﹤0.01% 1727
2020
Q1 		$3K Sell
240
-3,900
-94% -$73.3K ﹤0.01% 1400
2019
Q4 		$106K Buy
4,140
+4,000
+2,857% +$91K 0.01% 449
2019
Q3 		$3K Hold
140
– – ﹤0.01% 1307
2019
Q2 		$3K Sell
140
-55
-28% -$1.33K ﹤0.01% 1319
2019
Q1 		$5K Sell
195
-19
-9% -$480 ﹤0.01% 1146
2018
Q4 		$5K Buy
214
+132
+161% +$3.37K ﹤0.01% 1058
2018
Q3 		$2K Buy
82
+55
+204% +$1.82K ﹤0.01% 1434
2018
Q2 		$1K Buy
27
+19
+238% +$645 ﹤0.01% 1428
2018
Q1 		$0 Hold
8
– – ﹤0.01% 1538
2017
Q4 		$0 Buy
+8
New +$257 ﹤0.01% 1385

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Valeo Financial Advisors's BKR Position: Q3 2026 in Review

Valeo Financial Advisors increased its Baker Hughes (BKR) stake by 5.8% in Q3 2026, buying an estimated $23.1K and bringing the position to 7,062 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #541.

Valeo Financial Advisors first reported a position in BKR in Q4 2017 and has held it in 19 quarters since. The position peaked at $476K in Q4 2025. 39 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Valeo Financial Advisors held 7,062 shares of Baker Hughes worth $388K as of Q3 2026.
  • Valeo Financial Advisors bought 387 Baker Hughes shares in Q3 2026, an estimated $23.1K.
  • Baker Hughes made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #541 holding.
  • Valeo Financial Advisors first reported a position in Baker Hughes in Q4 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Baker Hughes position peaked at $476K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.