KW
FEGE

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

KWB Wealth’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
Q2 		$18.9M Buy
385,710
+87,037
+29% +$4.29M 1.61% 18
2026
Q1 		$13.7M Sell
298,673
-981
-0.3% -$47.8K 1.36% 23
2025
Q4 		$13.8M Buy
+299,654
New +$13.5M 1.31% 23

Other funds holding FEGE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

KWB Wealth's FEGE Position: Q2 2026 in Review

KWB Wealth increased its First Eagle Global Equity ETF (FEGE) stake by 29% in Q2 2026, buying an estimated $4.29M and bringing the position to 385,710 shares worth $18.9M. The position accounts for 1.61% of the portfolio, ranked #18.

KWB Wealth first reported a position in FEGE in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • KWB Wealth held 385,710 shares of First Eagle Global Equity ETF worth $18.9M as of Q2 2026.
  • KWB Wealth bought 87,037 First Eagle Global Equity ETF shares in Q2 2026, an estimated $4.29M.
  • First Eagle Global Equity ETF made up 1.61% of KWB Wealth's portfolio in Q2 2026, its #18 holding.
  • KWB Wealth first reported a position in First Eagle Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.