Bogart Wealth LLC’s Bunge Global BG Stock Holding History

Bogart Wealth LLC’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$509	Sell	4 -1	-20%	-$116	﹤0.01%	1580
2025 Q4	$445	Buy	+5	New	+$461	﹤0.01%	1498
2025 Q2	–	Sell	-100	Closed	-$7.64K	–	1461
2025 Q1	$7.64K	Hold	100	–	–	﹤0.01%	819
2024 Q4	$7.78K	Hold	100	–	–	﹤0.01%	789
2024 Q3	$9.66K	Hold	100	–	–	﹤0.01%	703
2024 Q2	$10.7K	Hold	100	–	–	﹤0.01%	653
2024 Q1	$10.3K	Hold	100	–	–	﹤0.01%	644
2023 Q4	$10.1K	Hold	100	–	–	﹤0.01%	623
2023 Q3	$10.8K	Hold	100	–	–	﹤0.01%	576
2023 Q2	$9.44K	Hold	100	–	–	﹤0.01%	592
2023 Q1	$9.55K	Hold	100	–	–	﹤0.01%	599
2022 Q4	$9.98K	Hold	100	–	–	﹤0.01%	547
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	583
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	550
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	477
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	485
2021 Q3	$8K	Sell	100 -100	-50%	-$7.72K	﹤0.01%	479
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	370
2021 Q1	$16K	Sell	200 -150	-43%	-$11.1K	﹤0.01%	352
2020 Q4	$22K	Hold	350	–	–	﹤0.01%	257
2020 Q3	$15K	Hold	350	–	–	﹤0.01%	270
2020 Q2	$14K	Buy	+350	New	+$13.6K	﹤0.01%	260

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return