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Geneos Wealth Management’s Bunge Global BG Stock Holding History

Geneos Wealth Management’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 		– Sell
-25
Closed -$2.23K – 2480
2025
Q4 		$2.23K Sell
25
-81
-76% -$7.47K ﹤0.01% 2298
2025
Q3 		$8.63K Sell
106
-165
-61% -$13.2K ﹤0.01% 2003
2025
Q2 		$21.8K Buy
271
+2
+0.7% +$157 ﹤0.01% 1986
2025
Q1 		$20.6K Buy
269
+241
+861% +$18K ﹤0.01% 1937
2024
Q4 		$2.18K Sell
28
-39
-58% -$3.42K ﹤0.01% 2571
2024
Q3 		$6.47K Buy
+67
New +$6.85K ﹤0.01% 1982
2018
Q4 		– Sell
-16
Closed -$1K – 2387
2018
Q3 		$1K Hold
16
– – ﹤0.01% 2320
2018
Q2 		$1K Sell
16
-100
-86% -$7.16K ﹤0.01% 2167
2018
Q1 		$8K Hold
116
– – ﹤0.01% 1704
2017
Q4 		$7K Hold
116
– – ﹤0.01% 1726
2017
Q3 		$8K Buy
116
+100
+625% +$7.57K ﹤0.01% 1627
2017
Q2 		$1K Hold
16
– – ﹤0.01% 1979
2017
Q1 		$1K Sell
16
-15
-48% -$1.12K ﹤0.01% 1960
2016
Q4 		$2K Hold
31
– – ﹤0.01% 1828
2016
Q3 		$1K Buy
+31
New +$1.93K ﹤0.01% 1854
2016
Q2 		– Sell
-500
Closed -$28K – 1808
2016
Q1 		$28K Buy
+500
New +$28.5K ﹤0.01% 986

Other funds holding BG

G
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 $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's BG Position: Q1 2026 in Review

Geneos Wealth Management sold out of Bunge Global (BG) in Q1 2026, closing a stake of 25 shares — an estimated $2.23K sold.

Geneos Wealth Management first reported a position in BG in Q1 2016 and held it in 16 quarters. The position peaked at $28K in Q1 2016. 712 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Geneos Wealth Management reported no remaining Bunge Global position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 25 Bunge Global shares in Q1 2026, an estimated $2.23K.
  • Geneos Wealth Management first reported a position in Bunge Global in Q1 2016 and held it in 16 quarters.
  • Geneos Wealth Management's Bunge Global position peaked at $28K in Q1 2016.
  • 712 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.