EP
FRGE

Essential Partners’s Forge Global Holdings FRGE Stock Holding History

Essential 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
-605
Closed -$27K – 2898
2025
Q4 		$27K Buy
605
+233
+63% +$7.88K 0.01% 801
2025
Q3 		$6.29K Buy
372
+282
+313% +$5.23K ﹤0.01% 1341
2025
Q2 		$1.71K Buy
+90
New +$1.23K ﹤0.01% 1356

Other funds holding FRGE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return