Global Retirement Partners, LLC
PensionPosition in HELE — Helen Of Troy Ltd
CIK 1749744
San Rafael, CA
Position in HELE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$174
-$17 QoQ
Shares Held
6
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 199 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Global Retirement Partners, LLC holds $14,872,054 across 19 Household & Personal Products names. HELE ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,896 | $8,636,509 | |
| 2 | UL |
Unilever PLC
|
31,004 | $1,863,960 | |
| 3 | CL |
Colgate Palmolive Co
|
18,364 | $1,683,611 | |
| 4 | KMB |
Kimberly Clark Corp
|
11,453 | $1,257,195 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
3,652 | $353,805 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
4,440 | $328,560 | |
| 7 | CLX |
Clorox Co /De/
|
3,115 | $297,295 | |
| 8 | KVUE |
Kenvue Inc.
|
9,678 | $184,946 |
All Filings in HELE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174 | 6 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $191 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,260 | 50 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $1,735 | 29 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,041 | 33 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $463 | 5 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $576 | 5 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $604 | 5 | Shares | Sole | 2024-01-18 | |
| 2022-09-30 | $289 | 3 | Shares | Sole | 2022-11-03 | |
| 2020-06-30 | $15,650 | 83 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||