Position in WEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,960
-$707 QoQ
Shares Held
184
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 410 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. WEX ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in WEX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,960 | 184 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $26,667 | 179 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,074 | 229 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $33,197 | 226 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $22,791 | 130 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,204 | 206 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $48,890 | 276 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $45,843 | 193 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $32,878 | 169 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $42,508 | 226 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $38,780 | 213 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $39,168 | 213 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $24,711 | 151 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,914 | 149 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,111 | 65 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,070 | 6 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||