Connecticut Wealth Management’s Global Partners GLP Stock Holding History

Connecticut Wealth Management’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 Q3	$771K	Hold	16,649	–	–	0.03%	185
2026 Q2	$776K	Hold	16,649	–	–	0.03%	193
2026 Q1	$701K	Buy	+16,649	New	+$770K	0.03%	194
2025 Q4	–	Sell	-4,325	Closed	-$208K	–	323
2025 Q3	$208K	Hold	4,325	–	–	0.01%	313
2025 Q2	$228K	Hold	4,325	–	–	0.01%	290
2025 Q1	$231K	Hold	4,325	–	–	0.01%	280
2024 Q4	$201K	Hold	4,325	–	–	0.01%	263
2024 Q3	$201K	Buy	+4,325	New	+$183K	0.01%	318

Other funds holding GLP

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Connecticut Wealth Management's GLP Position: Q3 2026 in Review

Connecticut Wealth Management held its Global Partners (GLP) position steady in Q3 2026 at 16,649 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #185.

Connecticut Wealth Management first reported a position in GLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $776K in Q2 2026. 26 funds tracked by Wall St. Rank hold GLP as of Q3 2026.

Connecticut Wealth Management held 16,649 shares of Global Partners worth $771K as of Q3 2026.
Connecticut Wealth Management left its Global Partners share count unchanged in Q3 2026.
Global Partners made up 0.03% of Connecticut Wealth Management's portfolio in Q3 2026, its #185 holding.
Connecticut Wealth Management first reported a position in Global Partners in Q3 2024 and has held it in 8 quarters since.
Connecticut Wealth Management's Global Partners position peaked at $776K in Q2 2026.
26 funds tracked by Wall St. Rank held Global Partners as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.