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Forge Global Holdings shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Forge Global Holdings (FRGE) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Forge Global Holdings

Tip: Access up to 7 years of quarterly data

All positions including Forge Global Holdings held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Forge Global Holdings by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 15k 2.35
2023-12-31 $43k 15k 2.82
2023-09-30 $33k 15k 2.13
2023-06-30 $36k 15k 2.36
2023-03-31 $26k 15k 1.70
2022-12-31 $27k 15k 1.79

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding Forge Global Holdings

ROB Exploration
BlackRock
Vanguard Group
Douglass Winthrop Advisors
Us Bancorp
Wells Fargo & Company
Geode Capital Management
Northern Trust
Abacus Wealth Partners
Charles Schwab Investment Management
Nuveen Asset Management
Azora Capital
Bank of New York Mellon
Summit Trail Advisors
Morgan Stanley

View all funds holding Forge Global Holdings