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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
PAMPampa Energia S A
Recent Activity
Exited
0%
$16,155
365 shares@ $44.27 avg price
DHDefinitive Healthcare Corp
Recent Activity
Exited
0%
$16,003
2,931 shares@ $5.46 avg price
CQQQInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$15,596
465 shares@ $33.54 avg price
XOMAXoma Corp Del
Recent Activity
Exited
0%
$14,214
600 shares@ $23.69 avg price
HAYNHaynes Intl Inc
Recent Activity
Exited
0%
$14,201
242 shares@ $58.69 avg price
HIOWestern Asset High Income Op
Recent Activity
Exited
0%
$14,199
3,727 shares@ $3.81 avg price
ALTAltimmune Inc
Recent Activity
Exited
0%
$13,965
2,100 shares@ $6.65 avg price
QUSSpdr Ser Tr
Recent Activity
Exited
0%
$13,860
94 shares@ $147.45 avg price
PAWZProshares Tr
Recent Activity
Exited
0%
$13,707
254 shares@ $53.97 avg price
EXIIshares Tr
Recent Activity
Exited
0%
$13,509
100 shares@ $135.09 avg price