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Cosmo Gould

@Global Retirement Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$3.31BTotal holdings3497
Assets growth rate3.65%Assets growth rate (2-Q avg)11.37%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Retirement Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3497 positions.

Assets under management

The assets under management (AUM) of Global Retirement Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.31B in assets, with a quarterly growth rate of 3.65% and a 2-quarter average growth rate of 11.37%. The portfolio is managed by Cosmo Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETHAIshares Ethereum Tr
Recent Activity
New Position
0.04%
$1.217M
61,859 shares@ $19.68 avg price
TMSLT Rowe Price Etf Inc
Recent Activity
New Position
0.04%
$1.195M
36,802 shares@ $32.47 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$1.003M
6,645 shares@ $150.98 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.03%
$666,662
3,357 shares@ $198.59 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.02%
$443,273
20,250 shares@ $21.9 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.02%
$362,985
13,038 shares@ $27.85 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$358,181
63,620 shares@ $5.64 avg price
IWXIshares Tr
Recent Activity
New Position
0.01%
$282,495
3,476 shares@ $81.28 avg price
ILFIshares Tr
Recent Activity
New Position
0.01%
$241,352
9,315 shares@ $25.92 avg price
XVVIshares Tr
Recent Activity
New Position
0.01%
$227,852
5,152 shares@ $44.23 avg price