Global Retirement Partners, LLC
Holdings in GNLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $946,521 | 217,092 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $960,439 | 228,676 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $656,300 | 228,676 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $11,800 | 5,000 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $11,850 | 5,000 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $9,750 | 5,000 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $32,150 | 5,000 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $35,025 | 2,500 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $61,225 | 2,500 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $81,800 | 2,500 | Shares | Sole | 2023-07-20 |