True Wealth Design, LLC

Position in BKR — Baker Hughes Co

CIK 1966033 AKRON, OH

Position in BKR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$45,676

-$2,858 QoQ

Shares Held

823

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#931

of 1,136 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

True Wealth Design, LLC holds $586,384 across 20 Oil & Gas Equipment & Services names. BKR ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTI	TechnipFMC plc	5,095	$337,798
2	HAL	Halliburton Co	3,391	$115,124
3	BKR	Baker Hughes Co This page	823	$45,676
4	TS	Tenaris SA	352	$19,532
5	AROC	Archrock, Inc.	375	$15,266
6	OIS	Oil States International, Inc	1,035	$8,290
7	SLB	Slb Limited/Nv	178	$8,275
8	NESR	National Energy Services Reunited Corp.	266	$7,961

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,676	823	+3.5%	Shares	Sole	2026-07-16
2026-03-31	$48,534	795	+0.8%	Shares	Sole	2026-04-13
2025-12-31	$35,931	789	-0.8%	Shares	Sole	2026-01-08
2025-09-30	$38,732	795	+3.0%	Shares	Sole	2025-10-21
2025-06-30	$29,598	772	-22.4%	Shares	Sole	2025-08-06
2025-03-31	$43,730	995	+9.6%	Shares	Sole	2025-05-13
2024-12-31	$37,246	908	+4.7%	Shares	Sole	2025-02-14
2024-09-30	$31,342	867	+2181.6%	Shares	Sole	2024-11-14
2024-06-30	$1,336	38	+35.7%	Shares	Sole	2024-08-14
2024-03-31	$938	28	+75.0%	Shares	Sole	2024-05-14
2023-12-31	$546	16	+14.3%	Shares	Sole	2024-02-14
2023-09-30	$494	14	0.0%	Shares	Sole	2023-11-13
2023-06-30	$442	14	-92.6%	Shares	Sole	2023-08-14
2023-03-31	$5,454	189	+64.3%	Shares	Sole	2023-05-12
2022-12-31	$3,395	115	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.