Global Retirement Partners, LLC
PensionPosition in CPA — Copa Holdings, S.A.
CIK 1749744
San Rafael, CA
Position in CPA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$176,260
-$28,535 QoQ
Shares Held
1,133
-33.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 322 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $4,198,313 across 11 Airlines names. CPA ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
24,773 | $2,320,239 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
4,581 | $622,970 | |
| 3 | LUV |
Southwest Airlines Co
|
9,231 | $474,658 | |
| 4 | AAL |
American Airlines Group Inc.
|
15,979 | $288,740 | |
| 5 | CPA |
Copa Holdings, S.A.
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|
1,133 | $176,260 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
2,452 | $127,994 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
1,433 | $92,786 | |
| 8 | JBLU |
Jetblue Airways Corp
|
8,647 | $49,547 |
All Filings in CPA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,260 | 1,133 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $204,795 | 1,698 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $176,922 | 1,489 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $126,025 | 1,146 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,645 | 87 | Shares | Sole | 2025-01-31 | |
| 2023-03-31 | $277 | 3 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||