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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
VCELVericel Corp
Recent Activity
Exited
0%
$22,940
500 shares@ $45.88 avg price
MUEBlackrock Muniholdings Quali
Recent Activity
Exited
0%
$20,400
2,000 shares@ $10.2 avg price
FHIFederated Hermes Inc
Recent Activity
Exited
0%
$19,936
606 shares@ $32.9 avg price
CALTCalliditas Therapeutics Ab
Recent Activity
Exited
0%
$19,495
500 shares@ $38.99 avg price
FBCGFidelity Covington Trust
Recent Activity
Exited
0%
$19,395
457 shares@ $42.44 avg price
DJPBarclays Bank Plc
Recent Activity
Exited
0%
$19,236
600 shares@ $32.06 avg price
TGSTransportadora De Gas Sur
Recent Activity
Exited
0%
$17,708
933 shares@ $18.98 avg price
SRVNxg Cushing Midstream Energy
Recent Activity
Exited
0%
$16,592
400 shares@ $41.48 avg price
BBNBlackrock Tax Municpal Bd Tr
Recent Activity
Exited
0%
$16,350
1,000 shares@ $16.35 avg price
BTGB2gold Corp
Recent Activity
Exited
0%
$16,200
6,000 shares@ $2.7 avg price