SHP Wealth Management »

Forge Global Holdings shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Forge Global Holdings (FRGE) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Forge Global Holdings

Tip: Access up to 7 years of quarterly data

All positions including Forge Global Holdings held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Forge Global Holdings by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $446 10 44.60

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Forge Global Holdings

BlackRock
Vanguard Group
Alliancebernstein
Vivaldi Asset Management
Fil
Qube Research & Technologies
AWM Investment Company
Geode Capital Management
Renaissance Technologies
State Street Corporation
Soros Fund Management
Water Island Capital
Wells Fargo & Company
Millennium Management
Gabelli Funds

View all funds holding Forge Global Holdings