Global Retirement Partners, LLC Reduced Holdings in Q3 2025

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CNO
Cno Financial Group, Inc.

Financial Services
-90
- 8.06%
$35.49 - $40.41 $3.19K - $3.64K
1.03K $40K
DBX
Dropbox, Inc.

Technology
-140
- 18.4%
$26.13 - $32.17 $3.66K - $4.5K
621 $18K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-25
- 29.76%
$121.81 - $137.24 $3.05K - $3.43K
59 $7K
VSMV
Victoryshares Us Multifactor M

ETFs
-301
- 10.06%
$48.84 - $53.66 $14.7K - $16.2K
2.69K $144K
SPSC
Sps Commerce Inc

Technology
-21
- 51.22%
$103.88 - $142.5 $2.18K - $2.99K
20 $2K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-62
- 52.1%
$54.01 - $60.18 $3.35K - $3.73K
57 $3K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-71
- 6.19%
$47.18 - $48.17 $3.35K - $3.42K
1.08K $51K
FPH
Five Point Holdings, LLC

Real Estate
-493
- 45.11%
$5.28 - $6.49 $2.6K - $3.2K
600 $3K
FOUR
Shift4 Payments, Inc.

Technology
-11
- 10.28%
$77.4 - $106.81 $851 - $1.17K
96 $7K
CINF
Cincinnati Financial Corp

Financial Services
-109
- 7.13%
$145.8 - $158.1 $15.9K - $17.2K
1.42K $224K
OFC
Corporate Office Properties Trust

Real Estate
-151
- 9.62%
N/A
1.42K $34K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-26
- 1.62%
$39.23 - $41.26 $1.02K - $1.07K
1.58K $61K
FRPT
Freshpet, Inc.

Consumer Defensive
-42
- 52.5%
$49.25 - $74.51 $2.07K - $3.13K
38 $2K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-110
- 47.62%
$24.29 - $30.41 $2.67K - $3.35K
121 $2K
NLOK
Norton Life Lock Inc.

Technology
-168
- 10.37%
N/A
1.45K $31K
WSFS
Wsfs Financial Corp

Financial Services
-11
- 1.54%
$53.34 - $59.17 $587 - $651
703 $37K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-103
- 10.27%
$77.5 - $86.87 $7.98K - $8.95K
900 $75K
LEN
Lennar Corp

Consumer Cyclical
-189
- 13.13%
$107.73 - $142.4 $20.4K - $26.9K
1.25K $157K
IDA
Idacorp Inc

Utilities
-61
- 16.94%
$115.16 - $132.15 $7.02K - $8.06K
299 $39K
CNQ
Canadian Natural Resources LTD

Energy
-112
- 4.6%
$29.31 - $32.93 $3.28K - $3.69K
2.33K $74K
MSM
Msc Industrial Direct CO Inc

Industrials
-35
- 30.97%
$84.9 - $92.9 $2.97K - $3.25K
78 $7K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-101
- 14.72%
$26.88 - $27.78 $2.71K - $2.81K
585 $16K
ACT
Enact Holdings, Inc.

Financial Services
-75
- 47.47%
$34.39 - $39.23 $2.58K - $2.94K
83 $3K
ALLY
Ally Financial Inc.

Financial Services
-57
- 29.69%
$36.95 - $44.58 $2.11K - $2.54K
135 $5K
STRA
Strategic Education, Inc.

Consumer Defensive
-23
- 33.82%
$73.87 - $86.09 $1.7K - $1.98K
45 $3K
GGG
Graco Inc

Industrials
-14
- 2.13%
$82.58 - $88.81 $1.16K - $1.24K
644 $54K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-92
- 18.29%
$26.92 - $28.6 $2.48K - $2.63K
411 $11K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 1.89%
$277.33 - $343.66 $277 - $344
52 $14K
CHK
Chesapeake Energy Corp

Energy
-33
- 4.04%
N/A
783 $67K
SEM
Select Medical Holdings Corp

Healthcare
-55
- 13.38%
$11.77 - $15.25 $647 - $839
356 $4K
SNV
Synovus Financial Corp

Financial Services
-11
- 4.37%
$46.55 - $59.6 $512 - $656
241 $11K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-33
- 70.21%
$70.51 - $77.82 $2.33K - $2.57K
14 $1K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-103
- 33.44%
$13.74 - $14.62 $1.42K - $1.51K
205 $2K
TS
Tenaris Sa

Energy
-39
- 23.21%
$34.66 - $38.85 $1.35K - $1.52K
129 $4K
SYNA
Synaptics Inc

Technology
-30
- 53.57%
$59.7 - $74.35 $1.79K - $2.23K
26 $1K
R
Ryder System Inc

Industrials
-15
- 42.86%
$168.66 - $189.57 $2.53K - $2.84K
20 $3K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-95
- 11.59%
$51.33 - $58.15 $4.88K - $5.52K
725 $40K
ASGN
Asgn Inc

Technology
-29
- 70.73%
$47.05 - $55.65 $1.36K - $1.61K
12 $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-88
- 89.8%
$28.52 - $30.48 $2.51K - $2.68K
10 $0
PID
Invesco Exchange Traded Fd Tr

ETFs
-127
- 6.01%
N/A
1.99K $35K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-70
- 2.24%
N/A
3.05K $61K
CNX
Cnx Resources Corp

Energy
-37
- 67.27%
$28.11 - $35.2 $1.04K - $1.3K
18 $0
ATKR
Atkore Inc.

Industrials
-3
- 9.09%
$53.85 - $79.64 $162 - $239
30 $1K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
-41
- 24.55%
$20.11 - $24.0 $825 - $984
126 $2K
PKI
Perkinelmer Inc

Healthcare
-14
- 3.97%
N/A
339 $41K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-85
- 5.83%
$27.49 - $29.67 $2.34K - $2.52K
1.37K $39K
CACI
Caci International Inc

Technology
-3
- 0.85%
N/A
350 $149K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-400
- 57.14%
$4.68 - $8.3 $1.87K - $3.32K
300 $2K
ENFR
Alerian Energy Infrastructure

ETFs
-33
- 14.16%
$31.23 - $32.68 $1.03K - $1.08K
200 $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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