FFM
GBTG

Forum Financial Management’s American Express Global Business Travel GBTG Stock Holding History

Forum Financial Management’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,283
Closed -$78.7K – 596
2025
Q4 		$78.7K Hold
10,283
– – ﹤0.01% 999
2025
Q3 		$83.1K Buy
+10,283
New +$76.2K ﹤0.01% 995

Other funds holding GBTG

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's GBTG Position: Q1 2026 in Review

Forum Financial Management sold out of American Express Global Business Travel (GBTG) in Q1 2026, closing a stake of 10,283 shares — an estimated $78.7K sold.

Forum Financial Management first reported a position in GBTG in Q3 2025 and held it in 2 quarters. The position peaked at $83.1K in Q3 2025. 169 funds tracked by Wall St. Rank hold GBTG as of Q1 2026.

  • Forum Financial Management reported no remaining American Express Global Business Travel position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,283 American Express Global Business Travel shares in Q1 2026, an estimated $78.7K.
  • Forum Financial Management first reported a position in American Express Global Business Travel in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's American Express Global Business Travel position peaked at $83.1K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.