Gerald Baker Financial Group LLC

SEC CIK: 0002133489
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Gerald Baker Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 10,493
Value: $2.38M
% of portfolio: 0.7%
Quarters held: 2; Since Q1 2026

Holdings of WELL by Gerald Baker Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,493	$2.38M	0.7%	+27+0.3%	Added	Holders
Q1 2026	10,466	$2.07M	0.7%	–	No prior filing	Holders