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	Sell	271 -383	-59%	-$30.1K	﹤0.01%	1986
2025 Q1	$50K	Buy	654 +626	+2,236%	+$46.9K	﹤0.01%	1924
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

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