Global Retirement Partners, LLC

Pension

Position in PAG — Penske Automotive Group, Inc.

CIK 1749744 San Rafael, CA

Position in PAG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$53,148

+$2,337 QoQ

Shares Held

297

-7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#282

of 387 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,228,674 across 17 Auto & Truck Dealerships names. PAG ranks #8 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OPLN	OPENLANE, Inc.	8,622	$355,571
2	CVNA	Carvana Co.	4,099	$269,796
3	VVV	Valvoline Inc	3,622	$143,213
4	LAD	Lithia Motors Inc	371	$107,771
5	GPI	Group 1 Automotive Inc	278	$80,945
6	CARG	CarGurus, Inc.	1,977	$67,395
7	AN	Autonation, Inc.	340	$63,168
8	PAG	Penske Automotive Group, Inc. This page	297	$53,148

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,148	297	-7.5%	Shares	Sole	2026-08-06
2025-12-31	$50,811	321	+186.6%	Shares	Sole	2026-02-06
2025-09-30	$19,477	112	-5.1%	Shares	Sole	2025-10-21
2025-06-30	$20,273	118	-2.5%	Shares	Sole	2025-08-12
2024-12-31	$18,445	121	+12.0%	Shares	Sole	2025-01-31
2024-09-30	$17,541	108	-12.2%	Shares	Sole	2024-10-16
2024-06-30	$18,329	123	+13.9%	Shares	Sole	2024-07-23
2024-03-31	$17,494	108	+0.9%	Shares	Sole	2024-04-23
2023-12-31	$17,174	107	+0.9%	Shares	Sole	2024-01-18
2023-09-30	$17,708	106	+1.0%	Shares	Sole	2023-10-13
2023-06-30	$17,496	105	0.0%	Shares	Sole	2023-07-20
2023-03-31	$14,890	105	+1.0%	Shares	Sole	2023-05-08
2022-12-31	$11,952	104	0.0%	Shares	Sole	2023-02-13
2022-09-30	$10,236	104	+1.0%	Shares	Sole	2022-11-03
2022-06-30	$10,783	103	0.0%	Shares	Sole	2022-07-15
2022-03-31	$9,653	103	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.