Forteris Wealth Management’s First Eagle Global Equity ETF FEGE Stock Holding History

Forteris Wealth Management’s Portfolio FEGE Stock Details FEGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Buy	+7,360	New	+$362K	0.29%	59

Other funds holding FEGE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Forteris Wealth Management's FEGE Position: Q2 2026 in Review

Forteris Wealth Management opened a new position in First Eagle Global Equity ETF (FEGE) in Q2 2026: 7,360 shares worth $360K. The stake represents 0.29% of the portfolio and ranks #59 among its holdings.

126 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

Forteris Wealth Management held 7,360 shares of First Eagle Global Equity ETF worth $360K as of Q2 2026.
First Eagle Global Equity ETF was a new Forteris Wealth Management position in Q2 2026.
First Eagle Global Equity ETF made up 0.29% of Forteris Wealth Management's portfolio in Q2 2026, its #59 holding.
126 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.