WIM
BG icon

WealthPlan Investment Management’s Bunge Global BG Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-3,049
Closed -$237K – 269
2024
Q4 		$237K Buy
+3,049
New +$268K 0.02% 240

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WealthPlan Investment Management's BG Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Bunge Global (BG) in Q1 2025, closing a stake of 3,049 shares — an estimated $237K sold.

WealthPlan Investment Management first reported a position in BG in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 588 funds tracked by Wall St. Rank hold BG as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Bunge Global position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,049 Bunge Global shares in Q1 2025, an estimated $237K.
  • WealthPlan Investment Management first reported a position in Bunge Global in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's Bunge Global position peaked at $237K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Bunge Global as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.