CA
FRGE

Clearstead Advisors’s Forge Global Holdings FRGE Stock Holding History

Clearstead 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
-2
Closed -$90 – 2470
2025
Q4 		$90 Sell
2
-24
-92% -$811 ﹤0.01% 2530
2025
Q3 		$440 Buy
26
+25
+2,500% +$464 ﹤0.01% 2753
2025
Q2 		$20 Buy
+1
New +$14 ﹤0.01% 2709
2024
Q1 		– Sell
-1,756
Closed -$90.4K – 1570
2023
Q4 		$90.4K Sell
1,756
-1,757
-50% -$74.6K ﹤0.01% 607
2023
Q3 		$107K Buy
3,513
+1,757
+100% +$64.4K ﹤0.01% 710
2023
Q2 		$64K Hold
1,756
– – ﹤0.01% 679
2023
Q1 		$46.1K Hold
1,756
– – ﹤0.01% 678
2022
Q4 		$45.6K Hold
1,756
– – ﹤0.01% 640
2022
Q3 		$46K Buy
+1,756
New +$121K ﹤0.01% 627

Other funds holding FRGE

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

Clearstead Advisors's FRGE Position: Q1 2026 in Review

Clearstead Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 2 shares — an estimated $90 sold.

Clearstead Advisors first reported a position in FRGE in Q3 2022 and held it in 9 quarters. The position peaked at $107K in Q3 2023. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

  • Clearstead Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Forge Global Holdings shares in Q1 2026, an estimated $90.
  • Clearstead Advisors first reported a position in Forge Global Holdings in Q3 2022 and held it in 9 quarters.
  • Clearstead Advisors's Forge Global Holdings position peaked at $107K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.