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Whalen Wealth Management’s Bunge Global BG Stock Holding History

Whalen Wealth 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
2026
Q1 		– Sell
-5,110
Closed -$455K – 179
2025
Q4 		$455K Buy
5,110
+783
+18% +$72.2K 0.24% 119
2025
Q3 		$352K Buy
+4,327
New +$347K 0.21% 114
2025
Q2 		– Sell
-5,862
Closed -$448K – 201
2025
Q1 		$448K Buy
+5,862
New +$439K 0.3% 68

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whalen Wealth Management's BG Position: Q1 2026 in Review

Whalen Wealth Management sold out of Bunge Global (BG) in Q1 2026, closing a stake of 5,110 shares — an estimated $455K sold.

Whalen Wealth Management first reported a position in BG in Q1 2025 and held it in 3 quarters. The position peaked at $455K in Q4 2025. 707 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Whalen Wealth Management reported no remaining Bunge Global position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 5,110 Bunge Global shares in Q1 2026, an estimated $455K.
  • Whalen Wealth Management first reported a position in Bunge Global in Q1 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Bunge Global position peaked at $455K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.