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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
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$165,865
51,511 shares@ $3.22 avg price
ABAlliancebernstein Hldg L P
Recent Activity
Exited
0%
$115,074
3,406 shares@ $33.79 avg price
SIHYHarbor Etf Trust
Recent Activity
Exited
0%
$105,075
2,329 shares@ $45.12 avg price
BSMBlack Stone Minerals L P
Recent Activity
Exited
0%
$102,089
6,515 shares@ $15.67 avg price
NRPNatural Resource Partners L
Recent Activity
Exited
0%
$93,726
1,046 shares@ $89.61 avg price
AFGAmerican Finl Group Inc Ohio
Recent Activity
Exited
0%
$86,500
703 shares@ $123.05 avg price
RQICohen & Steers Quality Incom
Recent Activity
Exited
0%
$81,628
6,989 shares@ $11.68 avg price
LXFRLuxfer Hldgs Plc
Recent Activity
Exited
0%
$76,550
6,605 shares@ $11.59 avg price
IMKTAIngles Mkts Inc
Recent Activity
Exited
0%
$73,387
1,070 shares@ $68.59 avg price
RFICohen & Steers Total Return
Recent Activity
Exited
0%
$72,989
6,314 shares@ $11.56 avg price