Position in BKR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,588,406
-$265,556 QoQ
Shares Held
100,692
+5.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#333
of 1,136 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Insight Wealth Strategies, LLC holds $10,805,873 across 2 Oil & Gas Equipment & Services names. BKR ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
This page
|
100,692 | $5,588,406 | |
| 2 | WFRD |
Weatherford International plc
|
64,018 | $5,217,467 |
All Filings in BKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,588,406 | 100,692 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,853,962 | 95,888 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,973,332 | 109,208 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $5,158,668 | 105,884 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||