Transamerica Financial Advisors’s Forge Global Holdings FRGE Stock Holding History

Transamerica Financial 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	-4	Closed	-$178	–	1991
2025 Q4	$178	Buy	+4	New	+$135	﹤0.01%	1554

Other funds holding FRGE

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

Transamerica Financial Advisors's FRGE Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 4 shares — an estimated $178 sold.

Transamerica Financial Advisors first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $178 in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Transamerica Financial Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 4 Forge Global Holdings shares in Q1 2026, an estimated $178.
Transamerica Financial Advisors first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
Transamerica Financial Advisors's Forge Global Holdings position peaked at $178 in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.