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WCG Wealth Advisors’s Baker Hughes BKR Stock Holding History

WCG Wealth 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
Q2 		$5.41M Sell
97,427
-334
-0.3% -$21.1K 0.13% 159
2026
Q1 		$5.97M Buy
97,761
+384
+0.4% +$22.2K 0.17% 134
2025
Q4 		$4.43M Buy
+97,377
New +$4.62M 0.12% 159
2023
Q2 		– Sell
-10,864
Closed -$314K – 163
2023
Q1 		$314K Buy
+10,864
New +$329K 0.04% 150

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WCG Wealth Advisors's BKR Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Baker Hughes (BKR) stake by 0.34% in Q2 2026, selling an estimated $21.1K and leaving 97,427 shares worth $5.41M. The position accounts for 0.13% of the portfolio, ranked #159.

WCG Wealth Advisors first reported a position in BKR in Q1 2023 and has held it in 4 quarters since. The position peaked at $5.97M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • WCG Wealth Advisors held 97,427 shares of Baker Hughes worth $5.41M as of Q2 2026.
  • WCG Wealth Advisors sold 334 Baker Hughes shares in Q2 2026, an estimated $21.1K.
  • Baker Hughes made up 0.13% of WCG Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • WCG Wealth Advisors first reported a position in Baker Hughes in Q1 2023 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Baker Hughes position peaked at $5.97M in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.