WWM
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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
Q3 		– Sell
-3,136
Closed -$335K – 207
2026
Q2 		$335K Buy
+3,136
New +$386K 0.15% 150
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

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
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 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

Whalen Wealth Management's BG Position: Q3 2026 in Review

Whalen Wealth Management sold out of Bunge Global (BG) in Q3 2026, closing a stake of 3,136 shares — an estimated $335K sold.

Whalen Wealth Management first reported a position in BG in Q1 2025 and held it in 4 quarters. The position peaked at $455K in Q4 2025. 29 funds tracked by Wall St. Rank hold BG as of Q3 2026.

  • Whalen Wealth Management reported no remaining Bunge Global position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,136 Bunge Global shares in Q3 2026, an estimated $335K.
  • Whalen Wealth Management first reported a position in Bunge Global in Q1 2025 and held it in 4 quarters.
  • Whalen Wealth Management's Bunge Global position peaked at $455K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Bunge Global as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.