FWM
VG

Forefront Wealth Management’s Venture Global Inc VG Stock Holding History

Forefront Wealth Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$660K Sell
96,779
-21,620
-18% -$180K 0.47% 39
2025
Q3 		$1.68M Buy
118,399
+3,710
+3% +$52.9K 1.23% 29
2025
Q2 		$1.79M Buy
114,689
+23,600
+26% +$273K 1.43% 27
2025
Q1 		$938K Buy
+91,089
New +$1.33M 0.87% 31

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Forefront Wealth Management's VG Position: Q4 2025 in Review

Forefront Wealth Management reduced its Venture Global Inc (VG) stake by 18% in Q4 2025, selling an estimated $180K and leaving 96,779 shares worth $660K. The position accounts for 0.47% of the portfolio, ranked #39.

Forefront Wealth Management first reported a position in VG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q2 2025. 219 funds tracked by Wall St. Rank hold VG as of Q4 2025.

  • Forefront Wealth Management held 96,779 shares of Venture Global Inc worth $660K as of Q4 2025.
  • Forefront Wealth Management sold 21,620 Venture Global Inc shares in Q4 2025, an estimated $180K.
  • Venture Global Inc made up 0.47% of Forefront Wealth Management's portfolio in Q4 2025, its #39 holding.
  • Forefront Wealth Management first reported a position in Venture Global Inc in Q1 2025 and has held it in 4 quarters since.
  • Forefront Wealth Management's Venture Global Inc position peaked at $1.79M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Venture Global Inc as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.