SHP Wealth Management’s Forge Global Holdings FRGE Stock Holding History

SHP Wealth Management’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	-10	Closed	-$446	–	1853
2025 Q4	$446	Buy	+10	New	+$338	﹤0.01%	1383

Other funds holding FRGE

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

SHP Wealth Management's FRGE Position: Q1 2026 in Review

SHP Wealth Management sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 10 shares — an estimated $446 sold.

SHP Wealth Management first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $446 in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

SHP Wealth Management reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 10 Forge Global Holdings shares in Q1 2026, an estimated $446.
SHP Wealth Management first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Forge Global Holdings position peaked at $446 in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.