Berger Financial Group’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Berger Financial Group’s Portfolio FEOE Stock Details FEOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.5M	Buy	287,966 +4,242	+1%	+$234K	0.77%	30
2026 Q2	$15.2M	Sell	283,724 -4,056	-1%	-$216K	0.77%	29
2026 Q1	$14.5M	Sell	287,780 -39,383	-12%	-$2.04M	0.81%	28
2025 Q4	$15.8M	Buy	327,163 +1,147	+0.4%	+$54.2K	0.92%	27
2025 Q3	$15M	Buy	326,016 +9,027	+3%	+$394K	0.9%	28
2025 Q2	$13.3M	Buy	316,989 +4,995	+2%	+$201K	0.86%	28
2025 Q1	$12.2M	Buy	+311,994	New	+$11.7M	0.84%	28

Other funds holding FEOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Berger Financial Group's FEOE Position: Q3 2026 in Review

Berger Financial Group increased its First Eagle Overseas Equity ETF (FEOE) stake by 1.5% in Q3 2026, buying an estimated $234K and bringing the position to 287,966 shares worth $15.5M. The position accounts for 0.77% of the portfolio, ranked #30.

Berger Financial Group first reported a position in FEOE in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.8M in Q4 2025. 158 funds tracked by Wall St. Rank hold FEOE as of Q3 2026.

Berger Financial Group held 287,966 shares of First Eagle Overseas Equity ETF worth $15.5M as of Q3 2026.
Berger Financial Group bought 4,242 First Eagle Overseas Equity ETF shares in Q3 2026, an estimated $234K.
First Eagle Overseas Equity ETF made up 0.77% of Berger Financial Group's portfolio in Q3 2026, its #30 holding.
Berger Financial Group first reported a position in First Eagle Overseas Equity ETF in Q1 2025 and has held it in 7 quarters since.
Berger Financial Group's First Eagle Overseas Equity ETF position peaked at $15.8M in Q4 2025.
158 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.