Global Retirement Partners, LLC
PensionPosition in PENN — PENN Entertainment, Inc.
CIK 1749744
San Rafael, CA
Position in PENN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,812
+$11,573 QoQ
Shares Held
1,068
+40.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 378 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Global Retirement Partners, LLC holds $705,181 across 12 Resorts & Casinos names. PENN ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZR |
Caesars Entertainment, Inc.
|
6,212 | $187,478 | |
| 2 | WYNN |
Wynn Resorts Ltd
|
1,637 | $158,936 | |
| 3 | LVS |
Las Vegas Sands Corp
|
2,035 | $93,996 | |
| 4 | BYD |
Boyd Gaming Corp
|
671 | $59,269 | |
| 5 | MCRI |
Monarch Casino & Resort Inc
|
435 | $57,250 | |
| 6 | MGM |
MGM Resorts International
|
1,101 | $52,638 | |
| 7 | MTN |
Vail Resorts Inc
|
297 | $40,436 | |
| 8 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
239 | $24,349 |
All Filings in PENN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,812 | 1,068 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $11,239 | 762 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,676 | 762 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,616 | 762 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $15,657 | 790 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,956 | 687 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,300 | 687 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,056 | 717 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $29,298 | 1,126 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $24,304 | 1,059 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $25,279 | 1,052 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $28,681 | 967 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $31,719 | 1,068 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,071 | 875 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $33,279 | 1,094 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $45,686 | 1,077 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $50,866 | 702 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $41,075 | 537 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $52,105 | 497 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $31,179 | 361 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $22,609 | 311 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,497 | 311 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,897 | 150 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||