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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
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$47,896
1,485 shares@ $32.26 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$45,283
2,119 shares@ $21.37 avg price
AVDSAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$35,739
634 shares@ $56.38 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$32,139
1,333 shares@ $24.12 avg price
LDURPimco Etf Tr
Recent Activity
New Position
0.01%
$31,514
328 shares@ $96.08 avg price
CNMDConmed Corp
Recent Activity
New Position
0.01%
$27,330
380 shares@ $71.93 avg price
BUFTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$25,687
1,162 shares@ $22.11 avg price
ZETAZeta Global Holdings Corp
Recent Activity
New Position
0.01%
$23,864
800 shares@ $29.83 avg price
ILOWAb Active Etfs Inc
Recent Activity
New Position
0.01%
$23,430
640 shares@ $36.61 avg price
HEGDListed Fd Tr
Recent Activity
New Position
0.01%
$22,817
1,025 shares@ $22.27 avg price