Global Retirement Partners, LLC
PensionPosition in HPE — Hewlett Packard Enterprise Co
CIK 1749744
San Rafael, CA
Position in HPE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,032,522
-$7,039 QoQ
Shares Held
22,889
-47.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#655
of 1,428 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Derivatives in HPE
reported options exposure · as of Sep 30, 2024CallValue
$3,013
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $31,535,110 across 25 Communication Equipment names. HPE ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
139,686 | $16,407,517 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
4,885 | $4,191,623 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
6,349 | $2,636,676 | |
| 4 | CIEN |
Ciena Corp
|
5,177 | $2,539,629 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
37,821 | $1,805,952 | |
| 6 | HPE |
Hewlett Packard Enterprise Co
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|
22,889 | $1,032,522 | |
| 7 | VSAT |
Viasat Inc
|
8,049 | $722,880 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
|
61,373 | $684,308 |
All Filings in HPE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,522 | 22,889 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,039,561 | 43,279 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $974,025 | 39,659 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $814,564 | 39,832 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,129,265 | 52,893 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $811,586 | 39,667 | Shares | Sole | 2024-10-16 | |
| 2024-09-30 | $3,013 | 10,000 | Call | Sole | 2024-10-16 | |
| 2024-06-30 | $403,860 | 19,077 | Shares | Sole | 2024-07-23 | |
| 2024-06-30 | $10,750 | 10,000 | Call | Sole | 2024-07-23 | |
| 2024-03-31 | $314,370 | 17,731 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $297,421 | 17,516 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $294,490 | 16,954 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $293,899 | 17,494 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $300,216 | 18,846 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $166,111 | 10,408 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $145,772 | 12,168 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $130,239 | 9,822 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $167,902 | 10,048 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $11,286 | 792 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $11,124 | 763 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $12,009 | 763 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,029 | 762 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $7,130 | 761 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $14,721 | 1,513 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $20,789 | 2,141 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||