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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCG Wealth Advisors's BKR Position: Q1 2026 in Review

WCG Wealth Advisors increased its Baker Hughes (BKR) stake by 0.39% in Q1 2026, buying an estimated $22.2K and bringing the position to 97,761 shares worth $5.97M. The position accounts for 0.17% of the portfolio, ranked #134.

WCG Wealth Advisors first reported a position in BKR in Q1 2023 and has held it in 3 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • WCG Wealth Advisors held 97,761 shares of Baker Hughes worth $5.97M as of Q1 2026.
  • WCG Wealth Advisors bought 384 Baker Hughes shares in Q1 2026, an estimated $22.2K.
  • Baker Hughes made up 0.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • WCG Wealth Advisors first reported a position in Baker Hughes in Q1 2023 and has held it in 3 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.