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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
QLTAIshares Tr
Recent Activity
New Position
0.01%
$84,980
1,729 shares@ $49.15 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$75,325
3,185 shares@ $23.65 avg price
CATHGlobal X Fds
Recent Activity
New Position
0.01%
$75,219
1,084 shares@ $69.4 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$64,952
1,563 shares@ $41.56 avg price
NUSANushares Etf Tr
Recent Activity
New Position
0.01%
$62,746
2,674 shares@ $23.47 avg price
GQREFlexshares Tr
Recent Activity
New Position
0.01%
$61,378
986 shares@ $62.25 avg price
TOSTToast Inc
Recent Activity
New Position
0.01%
$56,620
2,000 shares@ $28.31 avg price
ARMNAris Mng Corp
Recent Activity
New Position
0.01%
$55,200
12,000 shares@ $4.6 avg price
PVBCProvident Bancorp Inc
Recent Activity
New Position
0.01%
$51,630
4,785 shares@ $10.79 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$49,288
20,200 shares@ $2.44 avg price