Global Retirement Partners, LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $992,542 | 79,467 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,111,350 | 88,908 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $1,114,277 | 81,453 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $898,167 | 50,093 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $821,585 | 48,414 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $860,301 | 48,495 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $760,406 | 46,708 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $639,749 | 42,764 | Shares | Sole | 2024-01-18 |