Beacon Investment Advisory Services’s Global Partners GLP Stock Holding History

Beacon Investment Advisory Services’s Portfolio GLP Stock Details GLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163K	Hold	3,500	–	–	0.01%	275
2026 Q1	$147K	Sell	3,500 -3,500	-50%	-$162K	0.01%	283
2025 Q4	$293K	Sell	7,000 -300	-4%	-$13.2K	0.01%	219
2025 Q3	$350K	Buy	+7,300	New	+$374K	0.01%	199

Other funds holding GLP

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Beacon Investment Advisory Services's GLP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Global Partners (GLP) position steady in Q2 2026 at 3,500 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #275.

Beacon Investment Advisory Services first reported a position in GLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 11 funds tracked by Wall St. Rank hold GLP as of Q2 2026.

Beacon Investment Advisory Services held 3,500 shares of Global Partners worth $163K as of Q2 2026.
Beacon Investment Advisory Services left its Global Partners share count unchanged in Q2 2026.
Global Partners made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #275 holding.
Beacon Investment Advisory Services first reported a position in Global Partners in Q3 2025 and has held it in 4 quarters since.
Beacon Investment Advisory Services's Global Partners position peaked at $350K in Q3 2025.
11 funds tracked by Wall St. Rank held Global Partners as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.