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GoalVest Advisory’s Bunge Global BG Stock Holding History

GoalVest Advisory’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
Q3 		$4.06K Buy
+38
New +$4.35K ﹤0.01% 592
2024
Q4 		– Sell
-114
Closed -$11K – 385
2024
Q3 		$11K Hold
114
– – ﹤0.01% 314
2024
Q2 		$12.2K Sell
114
-52
-31% -$5.46K ﹤0.01% 265
2024
Q1 		$17K Hold
166
– – 0.01% 278
2023
Q4 		$16.8K Buy
+166
New +$17.4K 0.01% 224

Other funds holding BG

Glencore
Glencore Baar, Switzerland $4.58B AUM 33.14% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

GoalVest Advisory's BG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Bunge Global (BG) in Q3 2026: 38 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BG as recently as Q3 2024.

GoalVest Advisory first reported a position in BG in Q4 2023 and has held it in 5 quarters since. The position peaked at $17K in Q1 2024. 77 funds tracked by Wall St. Rank hold BG as of Q3 2026.

  • GoalVest Advisory held 38 shares of Bunge Global worth $4.06K as of Q3 2026.
  • Bunge Global was a new GoalVest Advisory position in Q3 2026.
  • Bunge Global made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #592 holding.
  • GoalVest Advisory first reported a position in Bunge Global in Q4 2023 and has held it in 5 quarters since.
  • GoalVest Advisory's Bunge Global position peaked at $17K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held Bunge Global as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.