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Whalen Wealth Management’s Baker Hughes BKR Stock Holding History

Whalen Wealth 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
Q3 		$275K Buy
5,015
+615
+14% +$36.7K 0.12% 170
2026
Q2 		$244K Sell
4,400
-265
-6% -$16.8K 0.11% 179
2026
Q1 		$285K Sell
4,665
-1,657
-26% -$95.8K 0.15% 158
2025
Q4 		$288K Buy
6,322
+33
+0.5% +$1.56K 0.15% 165
2025
Q3 		$306K Buy
+6,289
New +$277K 0.18% 130
2025
Q2 		– Sell
-12,384
Closed -$544K – 202
2025
Q1 		$544K Buy
+12,384
New +$553K 0.36% 56

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

Whalen Wealth Management's BKR Position: Q3 2026 in Review

Whalen Wealth Management increased its Baker Hughes (BKR) stake by 14% in Q3 2026, buying an estimated $36.7K and bringing the position to 5,015 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #170.

Whalen Wealth Management first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $544K in Q1 2025. 39 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Whalen Wealth Management held 5,015 shares of Baker Hughes worth $275K as of Q3 2026.
  • Whalen Wealth Management bought 615 Baker Hughes shares in Q3 2026, an estimated $36.7K.
  • Baker Hughes made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Whalen Wealth Management first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
  • Whalen Wealth Management's Baker Hughes position peaked at $544K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.