KWB Wealth
FEGE icon

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
Q3 		$960K Sell
19,125
-366,585
-95% -$18.8M 0.08% 91
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 $67.3B AUM 21.9% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

KWB Wealth's FEGE Position: Q3 2026 in Review

KWB Wealth reduced its First Eagle Global Equity ETF (FEGE) stake by 95% in Q3 2026, selling an estimated $18.8M and leaving 19,125 shares worth $960K. The position accounts for 0.08% of the portfolio, ranked #91.

KWB Wealth first reported a position in FEGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.9M in Q2 2026. 50 funds tracked by Wall St. Rank hold FEGE as of Q3 2026.

  • KWB Wealth held 19,125 shares of First Eagle Global Equity ETF worth $960K as of Q3 2026.
  • KWB Wealth sold 366,585 First Eagle Global Equity ETF shares in Q3 2026, an estimated $18.8M.
  • First Eagle Global Equity ETF made up 0.08% of KWB Wealth's portfolio in Q3 2026, its #91 holding.
  • KWB Wealth first reported a position in First Eagle Global Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • KWB Wealth's First Eagle Global Equity ETF position peaked at $18.9M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.