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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
TYTri Contl Corp
Recent Activity
Exited
0%
$65,192
2,105 shares@ $30.98 avg price
FIVAFidelity Covington Trust
Recent Activity
Exited
0%
$62,932
2,500 shares@ $25.18 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$61,853
1,425 shares@ $43.41 avg price
ACREAres Coml Real Estate Corp
Recent Activity
Exited
0%
$61,265
9,213 shares@ $6.65 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$58,494
1,164 shares@ $50.26 avg price
SLXVaneck Etf Trust
Recent Activity
Exited
0%
$56,408
847 shares@ $66.6 avg price
GLPGlobal Partners Lp
Recent Activity
Exited
0%
$50,999
1,118 shares@ $45.62 avg price
DOCNDigitalocean Hldgs Inc
Recent Activity
Exited
0%
$45,175
1,300 shares@ $34.75 avg price
FUNCedar Fair L P
Recent Activity
Exited
0%
$41,306
760 shares@ $54.35 avg price
OPRAOpera Ltd
Recent Activity
Exited
0%
$41,067
2,925 shares@ $14.04 avg price