test

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
RUMRumble Inc
Recent Activity
Exited
0%
$38,850
7,000 shares@ $5.55 avg price
PFNPimco Income Strategy Fd Ii
Recent Activity
Exited
0%
$37,785
5,270 shares@ $7.17 avg price
GTHXG1 Therapeutics Inc
Recent Activity
Exited
0%
$34,656
15,200 shares@ $2.28 avg price
EOLSEvolus Inc
Recent Activity
Exited
0%
$32,550
3,000 shares@ $10.85 avg price
PAGSPagseguro Digital Ltd
Recent Activity
Exited
0%
$30,207
2,584 shares@ $11.7 avg price
ATHMAutohome Inc
Recent Activity
Exited
0%
$29,454
1,073 shares@ $27.46 avg price
PSCPrincipal Exchange Traded Fd
Recent Activity
Exited
0%
$29,167
606 shares@ $48.14 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$25,215
87 shares@ $289.83 avg price
MBIMbia Inc
Recent Activity
Exited
0%
$24,662
4,492 shares@ $5.5 avg price
THNQExchange Traded Concepts Tru
Recent Activity
Exited
0%
$22,969
510 shares@ $45.04 avg price