Basecamp Wealth Advisors’s Forge Global Holdings FRGE Stock Holding History

Basecamp Wealth Advisors’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	-35	Closed	-$1.56K	–	2081
2025 Q4	$1.56K	Buy	+35	New	+$1.18K	﹤0.01%	1407

Other funds holding FRGE

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

Basecamp Wealth Advisors's FRGE Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 35 shares — an estimated $1.56K sold.

Basecamp Wealth Advisors first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 35 Forge Global Holdings shares in Q1 2026, an estimated $1.56K.
Basecamp Wealth Advisors first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Forge Global Holdings position peaked at $1.56K in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.