Position in BKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$968,142
-$59,512 QoQ
Shares Held
17,444
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#588
of 1,136 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,114,990 across 4 Oil & Gas Equipment & Services names. BKR ranks #1 (45.8% of the industry book) .
All Filings in BKR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,142 | 17,444 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,027,654 | 16,833 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $774,362 | 17,004 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $843,343 | 17,310 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $672,061 | 17,529 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $739,810 | 16,833 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $814,205 | 19,849 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $727,446 | 20,123 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $748,417 | 21,280 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $778,138 | 23,228 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $163,482 | 4,783 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $53,580 | 1,517 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||