AWP
FRGE

Abacus Wealth Partners’s Forge Global Holdings FRGE Stock Holding History

Abacus Wealth Partners’s Portfolio FRGE Stock Details FRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-62,856
Closed -$2.8M – 525
2025
Q4 		$2.8M Hold
62,856
– – 0.27% 32
2025
Q3 		$1.06M Hold
62,856
– – 0.15% 30
2025
Q2 		$1.2M Sell
62,856
-2
-0% -$27 0.18% 27
2025
Q1 		$530K Hold
62,858
– – 0.08% 43
2024
Q4 		$878K Hold
62,858
– – 0.13% 32
2024
Q3 		$1.24M Hold
62,858
– – 0.19% 24
2024
Q2 		$1.38M Hold
62,858
– – 0.23% 25
2024
Q1 		$1.82M Hold
62,858
– – 0.31% 20
2023
Q4 		$3.23M Buy
62,858
+32,531
+107% +$1.38M 0.55% 17
2023
Q3 		$923K Hold
30,327
– – 0.29% 27
2023
Q2 		$1.11M Hold
30,327
– – 0.33% 22
2023
Q1 		$632K Hold
30,327
– – 0.21% 37
2022
Q4 		$787K Buy
30,327
+16,968
+127% +$386K 0.28% 25
2022
Q3 		$351K Buy
+13,359
New +$918K 0.19% 43

Other funds holding FRGE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abacus Wealth Partners's FRGE Position: Q1 2026 in Review

Abacus Wealth Partners sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 62,856 shares — an estimated $2.8M sold.

Abacus Wealth Partners first reported a position in FRGE in Q3 2022 and held it in 14 quarters. The position peaked at $3.23M in Q4 2023. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

  • Abacus Wealth Partners reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 62,856 Forge Global Holdings shares in Q1 2026, an estimated $2.8M.
  • Abacus Wealth Partners first reported a position in Forge Global Holdings in Q3 2022 and held it in 14 quarters.
  • Abacus Wealth Partners's Forge Global Holdings position peaked at $3.23M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.