Global Retirement Partners, LLC Incresed Positions in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICFI
Icf International, Inc.

Industrials
21
+ 39.62%
$82.78 - $100.58 $1.74K - $2.11K
74 $6K
PODD
Insulet Corp

Healthcare
11
+ 4.62%
$277.3 - $352.82 $3.05K - $3.88K
249 $76K
FRSH
Freshworks Inc.

Technology
569
+ 38.95%
$11.77 - $15.36 $6.7K - $8.74K
2.03K $23K
YY
Joyy Inc.

Communication Services
48
+ 3.63%
N/A
1.37K $56K
EXR
Extra Space Storage Inc.

Real Estate
30
+ 6.61%
$134.36 - $152.88 $4.03K - $4.59K
484 $68K
IBRX
Immunity Bio, Inc.

Healthcare
1K
+ 32.55%
$2.24 - $3.01 $2.24K - $3.01K
4.07K $10K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
75
+ 5.93%
$30.4 - $33.62 $2.28K - $2.52K
1.34K $42K
AUROW
Aurora Innovation Inc Wt Exp 0

ETFs
4.28K
+ 939.78%
$0.55 - $1.05 $2.35K - $4.49K
4.73K $2K
UTZ
Utz Brands, Inc.

Consumer Defensive
154
+ 32.42%
$11.85 - $14.49 $1.82K - $2.23K
629 $7K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1
+ 0.46%
$108.03 - $117.04 $108 - $117
218 $25K
ENR
Energizer Holdings, Inc.

Industrials
55
+ 125.0%
$21.07 - $29.86 $1.16K - $1.64K
99 $2K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
35
+ 0.38%
$23.43 - $23.88 $820 - $836
9.21K $219K
GTX
Garrett Motion Inc.

Consumer Cyclical
3
+ 0.49%
$10.72 - $13.99 $32.2 - $42
619 $8K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
209
+ 7.4%
$22.65 - $25.1 $4.73K - $5.25K
3.03K $69K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24
+ 1.17%
$41.8 - $43.15 $1K - $1.04K
2.08K $88K
UMBF
Umb Financial Corp

Financial Services
5
+ 6.85%
$106.84 - $125.59 $534 - $628
78 $9K
VIV
Telefonica Brasil S.A.

Communication Services
149
+ 54.98%
$10.79 - $12.8 $1.61K - $1.91K
420 $5K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
8
+ 22.22%
$156.24 - $190.88 $1.25K - $1.53K
44 $7K
LYFT
Lyft, Inc.

Technology
87
+ 197.73%
$13.41 - $22.93 $1.17K - $1.99K
131 $2K
PBT
Permian Basin Royalty Trust

Energy
100
+ 100.0%
$12.46 - $18.83 $1.25K - $1.88K
200 $3K
FENY
Fidelity Covington Tr Msci Ene

ETFs
11
+ 0.75%
$23.27 - $25.46 $256 - $280
1.49K $36K
COHU
Cohu Inc

Technology
85
+ 87.63%
$17.86 - $23.27 $1.52K - $1.98K
182 $3K
LKFN
Lakeland Financial Corp

Financial Services
3
+ 0.66%
$60.25 - $68.73 $181 - $206
455 $29K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
16
+ 0.51%
$49.05 - $50.22 $785 - $804
3.17K $158K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
6
+ 12.5%
$38.82 - $59.43 $233 - $357
54 $3K
DNP
Dnp Select Income Fund Inc

Financial Services
46
+ 1.61%
$9.65 - $10.02 $444 - $461
2.9K $29K
CNHI
Cnh Industrial N.V.

Industrials
185
+ 740.0%
N/A
210 $2K
IVZ
Invesco Ltd.

Financial Services
35
+ 27.78%
$16.17 - $23.0 $566 - $805
161 $3K
ADUS
Addus Home Care Corp

Healthcare
19
+ 67.86%
$104.96 - $118.41 $1.99K - $2.25K
47 $5K
NOG
Northern Oil & Gas, Inc.

Energy
77
+ 44.51%
$23.13 - $31.07 $1.78K - $2.39K
250 $6K
SONO
Sonos Inc

Technology
75
+ 120.97%
$10.36 - $15.8 $777 - $1.19K
137 $2K
PAC
Pacific Airport Group

Industrials
1
+ 0.5%
$218.82 - $256.99 $219 - $257
203 $48K
FXD
First Tr Exchange Traded Fd

ETFs
24
+ 18.18%
$63.72 - $70.29 $1.53K - $1.69K
156 $10K
SHC
Sotera Health CO

Healthcare
142
+ 835.29%
$11.01 - $16.5 $1.56K - $2.34K
159 $2K
KIM
Kimco Realty Corp

Real Estate
40
+ 2.32%
$20.74 - $22.79 $830 - $912
1.77K $38K
KRYS
Krystal Biotech, Inc.

Healthcare
7
+ 63.64%
$134.94 - $176.75 $945 - $1.24K
18 $3K
SYLD
Cambria Shareholder Yld ETF

ETFs
25
+ 14.45%
$63.93 - $70.45 $1.6K - $1.76K
198 $13K
LFUS
Littelfuse Inc

Technology
3
+ 9.38%
$228.23 - $271.17 $685 - $814
35 $9K
ENOV
Enovis Corp

Industrials
36
+ 39.13%
$25.74 - $35.94 $927 - $1.29K
128 $3K
YLD
Principal Exchange Traded Fds

ETFs
60
+ 1.26%
$19.14 - $19.46 $1.15K - $1.17K
4.82K $93K
GDV
Gabelli Dividend & Income Trust

Financial Services
5
+ 1.09%
$25.8 - $27.4 $129 - $137
464 $12K
PGNY
Progyny, Inc.

Healthcare
30
+ 23.44%
$21.24 - $24.27 $637 - $728
158 $3K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
26
+ 8.47%
$35.44 - $37.64 $921 - $979
333 $12K
SCHQ
Schwab Strategic Tr Long Term

ETFs
10
+ 2.15%
$30.81 - $32.63 $308 - $326
475 $15K
JBBB
Janus Detroit Str Tr Henderson

ETFs
21
+ 9.33%
$48.04 - $48.61 $1.01K - $1.02K
246 $11K
NTST
Netstreit Corp.

Real Estate
50
+ 34.72%
$16.82 - $18.96 $841 - $948
194 $3K
COLM
Columbia Sportswear CO

Consumer Cyclical
22
+ 2200.0%
$49.3 - $64.28 $1.08K - $1.41K
23 $1K
RXO
Rxo, Inc.
85
+ 49.71%
$14.25 - $17.9 $1.21K - $1.52K
256 $3K
BCPC
Balchem Corp

Basic Materials
5
+ 13.51%
$148.82 - $165.12 $744 - $826
42 $6K
Activity Summary
Buys All Purchases 1770 New Holdings 251 Increased Positions 1519 Sells All Sells 1104 Reductions 1104 Sold out 0 Options Calls 19 Puts 2
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