Position in BKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,407,198
-$561,111 QoQ
Shares Held
97,427
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#340
of 1,136 holders
Holding Since
Mar 2023
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, 2026WCG Wealth Advisors LLC holds $5,407,198 across 1 Oil & Gas Equipment & Services name. BKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
This page
|
97,427 | $5,407,198 |
All Filings in BKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,407,198 | 97,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,968,309 | 97,761 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,434,548 | 97,377 | Shares | Sole | 2026-02-10 | |
| 2023-03-31 | $313,535 | 10,864 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||