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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
GVAGranite Constr Inc
Recent Activity
New Position
0.01%
$22,198
280 shares@ $79.28 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$22,094
409 shares@ $54.02 avg price
BRFSBrf Sa
Recent Activity
New Position
0.01%
$20,574
4,708 shares@ $4.38 avg price
QFINQifu Technology Inc
Recent Activity
New Position
0.01%
$19,257
646 shares@ $29.81 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$18,113
694 shares@ $26.1 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$15,560
386 shares@ $40.32 avg price
CLWClearwater Paper Corp
Recent Activity
New Position
0.01%
$14,984
525 shares@ $28.55 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.01%
$14,811
477 shares@ $31.06 avg price
TGTXTg Therapeutics Inc
Recent Activity
New Position
0.01%
$14,034
600 shares@ $23.39 avg price
CGSDCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$11,400
440 shares@ $25.91 avg price