Forge Financial Services LLC
Forge Financial Services LLC reported 36 positions worth $1.16B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: CGDV (24.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $280.2M | 24.14% | 5,686,869 | — | — | |
| ▸ 2 | CGGR | SH | $260.4M | 22.43% | 5,516,760 | — | — | |
| ▸ 3 | CGGO | SH | $243.5M | 20.97% | 5,752,864 | — | — | |
| ▸ 4 | CGBL | SH | $145.9M | 12.56% | 3,842,632 | — | — | |
| ▸ 5 | BUFZ | SH | $118.9M | 10.24% | 4,256,825 | — | — | |
| ▸ 6 | QQQM | SH | $20.2M | 1.74% | 66,774 | — | — | |
| ▸ 7 | CGUS | SH | $19.2M | 1.66% | 432,535 | — | — | |
| ▸ 8 | RSP | SH | $17.7M | 1.52% | 83,129 | — | — | |
| ▸ 9 | TCAF | SH | $12.6M | 1.09% | 306,884 | — | — | |
| ▸ 10 | JHMM | SH | $7.1M | 0.61% | 94,501 | — | — |
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Frequently Asked Questions
What stocks does Forge Financial Services LLC hold as of Q2 2026?
Forge Financial Services LLC reported 36 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: CGDV (24.1%), CGGR (22.4%), CGGO (21.0%), CGBL (12.6%) and BUFZ (10.2%).
What did Forge Financial Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forge Financial Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.