True Wealth Design’s Forge Global Holdings FRGE Stock Holding History

True Wealth Design’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	-134	Closed	-$5.97K	–	2751
2025 Q4	$5.97K	Buy	134 +27	+25%	+$913	﹤0.01%	1019
2025 Q3	$1.81K	Sell	107 -3	-3%	-$56	﹤0.01%	1500
2025 Q2	$2.1K	Buy	110 +93	+547%	+$1.27K	﹤0.01%	1164
2025 Q1	$144	Buy	+17	New	+$196	﹤0.01%	2076

Other funds holding FRGE

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

True Wealth Design's FRGE Position: Q1 2026 in Review

True Wealth Design sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 134 shares — an estimated $5.97K sold.

True Wealth Design first reported a position in FRGE in Q1 2025 and held it in 4 quarters. The position peaked at $5.97K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

True Wealth Design reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 134 Forge Global Holdings shares in Q1 2026, an estimated $5.97K.
True Wealth Design first reported a position in Forge Global Holdings in Q1 2025 and held it in 4 quarters.
True Wealth Design's Forge Global Holdings position peaked at $5.97K in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.