HWA
FEGE icon

Heritage Wealth Architects’s First Eagle Global Equity ETF FEGE Stock Holding History

Heritage Wealth Architects’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
Q3 		$492K Sell
9,808
-3,070
-24% -$158K 0.2% 43
2026
Q2 		$640K Hold
12,878
– – 0.25% 43
2026
Q1 		$631K Hold
12,878
– – 0.26% 43
2025
Q4 		$630K Sell
12,878
-325
-2% -$14.7K 0.29% 40
2025
Q3 		$584K Buy
+13,203
New +$553K 0.36% 37

Other funds holding FEGE

LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heritage Wealth Architects's FEGE Position: Q3 2026 in Review

Heritage Wealth Architects reduced its First Eagle Global Equity ETF (FEGE) stake by 24% in Q3 2026, selling an estimated $158K and leaving 9,808 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #43.

Heritage Wealth Architects first reported a position in FEGE in Q3 2025 and has held it in 5 quarters since. The position peaked at $640K in Q2 2026. 8 funds tracked by Wall St. Rank hold FEGE as of Q3 2026.

  • Heritage Wealth Architects held 9,808 shares of First Eagle Global Equity ETF worth $492K as of Q3 2026.
  • Heritage Wealth Architects sold 3,070 First Eagle Global Equity ETF shares in Q3 2026, an estimated $158K.
  • First Eagle Global Equity ETF made up 0.2% of Heritage Wealth Architects's portfolio in Q3 2026, its #43 holding.
  • Heritage Wealth Architects first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's First Eagle Global Equity ETF position peaked at $640K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.