HB Wealth Management, LLC

Position in BKR — Baker Hughes Co

CIK 1911253 Atlanta, GA

Position in BKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,668,939

-$261,277 QoQ

Shares Held

48,089

+0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#95

of 384 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

HB Wealth Management, LLC holds $8,904,725 across 7 Oil & Gas Equipment & Services names. BKR ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co This page	48,089	$2,668,939
2	SLB	Slb Limited/Nv	50,839	$2,363,505
3	HAL	Halliburton Co	50,018	$1,698,111
4	FTI	TechnipFMC plc	19,637	$1,301,933
5	NOV	NOV Inc.	17,538	$325,329
6	RES	Rpc Inc	48,442	$282,416
7	AROC	Archrock, Inc.	6,497	$264,492

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,668,939	48,089	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$2,930,216	47,997	+4.7%	Shares	Sole	2026-04-27
2025-12-31	$2,088,418	45,859	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$2,194,884	45,051	+17.2%	Shares	Sole	2025-10-23
2025-06-30	$1,473,789	38,440	-5.8%	Shares	Sole	2025-07-17
2025-03-31	$1,793,511	40,808	+51.3%	Shares	Sole	2025-05-07
2024-12-31	$1,106,268	26,969	+6.3%	Shares	Sole	2025-01-15
2024-09-30	$917,487	25,380	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$887,655	25,239	+45.9%	Shares	Sole	2024-07-26
2024-03-31	$579,416	17,296	+4.2%	Shares	Sole	2024-04-30
2023-12-31	$567,080	16,591	+5.3%	Shares	Sole	2024-01-16
2023-09-30	$556,572	15,758	+80.3%	Shares	Sole	2023-10-13
2023-06-30	$276,271	8,740	+7.5%	Shares	Sole	2023-07-13
2023-03-31	$234,660	8,131	+6.1%	Shares	Sole	2023-04-13
2022-12-31	$226,229	7,661	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.