Arax Advisory Partners’s Forge Global Holdings FRGE Stock Holding History

Arax Advisory 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	-29	Closed	-$1.29K	–	4000
2025 Q4	$1.29K	Sell	29 -869	-97%	-$29.4K	﹤0.01%	3419
2025 Q3	$15.2K	Buy	898 +872	+3,354%	+$16.2K	﹤0.01%	2407
2025 Q2	$496	Buy	+26	New	+$356	﹤0.01%	2932

Other funds holding FRGE

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

Arax Advisory Partners's FRGE Position: Q1 2026 in Review

Arax Advisory Partners sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 29 shares — an estimated $1.29K sold.

Arax Advisory Partners first reported a position in FRGE in Q2 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Arax Advisory Partners reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 29 Forge Global Holdings shares in Q1 2026, an estimated $1.29K.
Arax Advisory Partners first reported a position in Forge Global Holdings in Q2 2025 and held it in 3 quarters.
Arax Advisory Partners's Forge Global Holdings position peaked at $15.2K in Q3 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.