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Manager record

Gerald Baker Financial Group LLC

Arlington, TX · CIK 2133489 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$353.96MReported 13F valueQ3 2026 · as filed
123Holdings listed
+0.7%vs prior quartervalue change includes market moves
3Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q1 2026 to Q3 2026Q1 2026: $315.7M$315.7MQ1 2026114 holdingsQ2 2026: $351.4M$351.4MQ2 2026126 holdingsQ3 2026: $354.0M$354.0MQ3 2026123 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$353.96M · 123 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$351.42M · 126 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR/A · period Q1 2026

$315.74M · 114 holdings listed · amendment (restatement) · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$253.16M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology