Global Retirement Partners, LLC
PensionPosition in WERN — Werner Enterprises Inc
CIK 1749744
San Rafael, CA
Position in WERN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$45,398
+$45,267 QoQ
Shares Held
1,041
+20720.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 87 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $3,201,465 across 12 Trucking names. WERN ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
8,397 | $1,818,790 | |
| 2 | XPO |
XPO, Inc.
|
4,229 | $868,171 | |
| 3 | SAIA |
Saia Inc
|
463 | $194,997 | |
| 4 | SNDR |
Schneider National, Inc.
|
3,186 | $116,384 | |
| 5 | KNX |
Knight-Swift Transportation Holdings Inc.
|
1,371 | $106,759 | |
| 6 | WERN |
Werner Enterprises Inc
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|
1,041 | $45,398 | |
| 7 | MRTN |
Marten Transport Ltd
|
2,077 | $36,035 | |
| 8 | TFII |
TFI International Inc.
|
65 | $9,332 |
All Filings in WERN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,398 | 1,041 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $131 | 5 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $2,227 | 62 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,859 | 100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,687 | 75 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,934 | 75 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,431 | 81 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,337 | 60 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,650 | 60 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $318 | 7 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $563 | 14 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $526 | 14 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $809 | 21 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $574 | 14 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||