Institutions / Forge Financial Services LLC / Activity
Activity — Forge Financial Services LLC
35 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 14020W106 Common stock | $259.80M | +5.3M +1270.22% | 5,686,869 24.14% of portfolio | high |
| Q2 2026 as of | Add | 14020G101 Common stock | $252.62M | +5.4M +3249.56% | 5,516,760 22.43% of portfolio | high |
| Q2 2026 as of | Add | 14020X104 Common stock | $207.75M | +4.9M +580.73% | 5,752,864 20.97% of portfolio | high |
| Q2 2026 as of | New | 14021D107 Common stock | $145.87M | +3.8M | 3,842,632 12.56% of portfolio | high |
| Q2 2026 as of | Add | 33740U729 Common stock | $35.80M | +1.3M +43.08% | 4,256,825 10.24% of portfolio | medium |
| Q2 2026 as of | Exit | Apple Inc. Common stock | $-1.79M | -7K -100.00% | 0 | low |
| Q2 2026 as of | New | 89157W301 Common stock | $1.36M | +54K | 53,967 0.12% of portfolio | low |
| Q2 2026 as of | New | Warren E. Buffett Common stock | $608.5K | +1K | 1,216 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 46138G649 Common stock | $-522.5K | -2K -2.52% | 66,774 1.74% of portfolio | low |
| Q2 2026 as of | Trim | 46137V357 Common stock | $-492.6K | -2K -2.71% | 83,129 1.52% of portfolio | low |
| Q2 2026 as of | Trim | 46137V472 Common stock | $-405.7K | -4K -6.34% | 53,091 0.52% of portfolio | low |
| Q2 2026 as of | Trim | 87283Q867 Common stock | $-401.0K | -10K -3.08% | 306,884 1.09% of portfolio | low |
| Q2 2026 as of | Add | 33740F755 Common stock | $305.3K | +8K +20.67% | 48,797 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 14020V108 Common stock | $-302.4K | -7K -1.55% | 432,535 1.66% of portfolio | low |
| Q2 2026 as of | Add | 14022A102 Common stock | $295.5K | +9K +33.59% | 35,646 0.10% of portfolio | low |
| Q2 2026 as of | New | 316092113 Common stock | $279.8K | +7K | 6,676 0.02% of portfolio | low |
| Q2 2026 as of | New | 316092840 Common stock | $265.5K | +4K | 4,403 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 14020Y102 Common stock | $-258.2K | -12K -9.57% | 109,496 0.21% of portfolio | low |
| Q2 2026 as of | New | 66538H534 Common stock | $242.8K | +4K | 4,194 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 47804J206 Common stock | $-240.5K | -3K -3.28% | 94,501 0.61% of portfolio | low |
| Q2 2026 as of | New | 464287523 Common stock | $234.5K | +366 | 366 0.02% of portfolio | low |
| Q2 2026 as of | New | Evergy, Inc. Common stock | $209.3K | +2K | 2,422 0.02% of portfolio | low |
| Q2 2026 as of | New | 33741X102 Common stock | $208.3K | +5K | 4,828 0.02% of portfolio | low |
| Q2 2026 as of | New | 025072877 Common stock | $204.5K | +2K | 1,639 0.02% of portfolio | low |
| Q2 2026 as of | New | 464289446 Common stock | $201.8K | +1K | 1,091 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 33733E104 Common stock | $-189.4K | -2K -6.32% | 29,867 0.24% of portfolio | low |
| Q2 2026 as of | Trim | 336917109 Common stock | $-127.4K | -3K -4.10% | 61,258 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 46138G698 Common stock | $-116.4K | -911 -2.36% | 37,639 0.41% of portfolio | low |
| Q2 2026 as of | Add | 00214Q104 Common stock | $108.9K | +1K +36.78% | 5,013 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 46137V746 Common stock | $-89.6K | -532 -1.35% | 38,987 0.57% of portfolio | low |
| Q2 2026 as of | Trim | 887432359 Common stock | $-6.0K | -119 -2.66% | 4,362 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 66537J796 Common stock | $-4.0K | -14 -1.70% | 811 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-841 | -2 -0.33% | 609 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-715 | -3 -0.14% | 2,072 0.04% of portfolio | low |
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $181 | +1 +0.05% | 1,910 0.03% of portfolio | low |