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

EverSource 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	-320	Closed	-$14.3K	–	4436
2025 Q4	$14.3K	Buy	320 +181	+130%	+$6.12K	﹤0.01%	2604
2025 Q3	$2.35K	Buy	139 +49	+54%	+$909	﹤0.01%	3466
2025 Q2	$1.71K	Buy	90 +48	+114%	+$658	﹤0.01%	3551
2025 Q1	$351	Buy	+42	New	+$485	﹤0.01%	3569

Other funds holding FRGE

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

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

EverSource Wealth Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 320 shares — an estimated $14.3K sold.

EverSource Wealth Advisors first reported a position in FRGE in Q1 2025 and held it in 4 quarters. The position peaked at $14.3K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

EverSource Wealth Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 320 Forge Global Holdings shares in Q1 2026, an estimated $14.3K.
EverSource Wealth Advisors first reported a position in Forge Global Holdings in Q1 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Forge Global Holdings position peaked at $14.3K in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.