IFP Advisors’s Forge Global Holdings FRGE Stock Holding History

IFP 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 Q2	–	Sell	-63	Closed	-$2.83K	–	5196
2026 Q1	$2.83K	Buy	63 +17	+37%	+$759	﹤0.01%	3819
2025 Q4	$2.05K	Buy	46 +18	+64%	+$608	﹤0.01%	3823
2025 Q3	$473	Buy	28 +24	+600%	+$445	﹤0.01%	4186
2025 Q2	$76	Buy	+4	New	+$55	﹤0.01%	4761

IFP Advisors's FRGE Position: Q2 2026 in Review

IFP Advisors sold out of Forge Global Holdings (FRGE) in Q2 2026, closing a stake of 63 shares — an estimated $2.83K sold.

IFP Advisors first reported a position in FRGE in Q2 2025 and held it in 4 quarters. The position peaked at $2.83K in Q1 2026. 0 funds tracked by Wall St. Rank hold FRGE as of Q2 2026.

IFP Advisors reported no remaining Forge Global Holdings position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 63 Forge Global Holdings shares in Q2 2026, an estimated $2.83K.
IFP Advisors first reported a position in Forge Global Holdings in Q2 2025 and held it in 4 quarters.
IFP Advisors's Forge Global Holdings position peaked at $2.83K in Q1 2026.
0 funds tracked by Wall St. Rank held Forge Global Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.