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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
MMITNew York Life Invts Active E
Recent Activity
New Position
0.01%
$11,168
454 shares@ $24.6 avg price
SMMTSummit Therapeutics Inc
Recent Activity
New Position
0.01%
$10,950
500 shares@ $21.9 avg price
EWKIshares Inc
Recent Activity
New Position
0.01%
$10,687
512 shares@ $20.88 avg price
SBRSabine Rty Tr
Recent Activity
New Position
0.01%
$10,377
168 shares@ $61.77 avg price
EUSBIshares Tr
Recent Activity
New Position
0.01%
$10,278
232 shares@ $44.31 avg price
LUNRIntuitive Machines Inc
Recent Activity
New Position
0.01%
$10,150↑ Call
1,500 shares@ $6.77 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$10,029
382 shares@ $26.26 avg price
CGDGCapital Group Dividend Growe
Recent Activity
New Position
0.01%
$9,492
309 shares@ $30.72 avg price
IMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$8,109
318 shares@ $25.5 avg price
LINELineage Inc
Recent Activity
New Position
0.01%
$7,838
100 shares@ $78.38 avg price