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TrueWealth Advisors’s Bunge Global BG Stock Holding History

TrueWealth 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
2026
Q3 		$656K Buy
6,129
+936
+18% +$107K 0.15% 128
2026
Q2 		$554K Buy
5,193
+432
+9% +$53.1K 0.13% 139
2026
Q1 		$606K Buy
+4,761
New +$553K 0.15% 125

Other funds holding BG

PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TrueWealth Advisors's BG Position: Q3 2026 in Review

TrueWealth Advisors increased its Bunge Global (BG) stake by 18% in Q3 2026, buying an estimated $107K and bringing the position to 6,129 shares worth $656K. The position accounts for 0.15% of the portfolio, ranked #128.

TrueWealth Advisors first reported a position in BG in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BG as of Q3 2026.

  • TrueWealth Advisors held 6,129 shares of Bunge Global worth $656K as of Q3 2026.
  • TrueWealth Advisors bought 936 Bunge Global shares in Q3 2026, an estimated $107K.
  • Bunge Global made up 0.15% of TrueWealth Advisors's portfolio in Q3 2026, its #128 holding.
  • TrueWealth Advisors first reported a position in Bunge Global in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Bunge Global as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.