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Invera Wealth Advisors’s Bunge Global BG Stock Holding History

Invera Wealth Advisors’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
2025
Q3 		– Sell
-3,001
Closed -$241K – 88
2025
Q2 		$241K Buy
3,001
+30
+1% +$2.36K 0.16% 78
2025
Q1 		$227K Buy
+2,971
New +$222K 0.15% 84
2024
Q2 		– Sell
-2,825
Closed -$301K – 55
2024
Q1 		$301K Buy
2,825
+220
+8% +$20.6K 0.26% 58
2023
Q4 		$263K Buy
+2,605
New +$273K 0.16% 89

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 $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Invera Wealth Advisors's BG Position: Q3 2025 in Review

Invera Wealth Advisors sold out of Bunge Global (BG) in Q3 2025, closing a stake of 3,001 shares — an estimated $241K sold.

Invera Wealth Advisors first reported a position in BG in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q1 2024. 575 funds tracked by Wall St. Rank hold BG as of Q3 2025.

  • Invera Wealth Advisors reported no remaining Bunge Global position as of Q3 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 3,001 Bunge Global shares in Q3 2025, an estimated $241K.
  • Invera Wealth Advisors first reported a position in Bunge Global in Q4 2023 and held it in 4 quarters.
  • Invera Wealth Advisors's Bunge Global position peaked at $301K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held Bunge Global as of Q3 2025.

Based on Invera Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.