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Cyndeo Wealth Partners’s Inspire Growth ETF GLRY Stock Holding History

Cyndeo Wealth Partners’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$314K Buy
8,270
+509
+7% +$20.4K 0.01% 440
2026
Q2 		$339K Buy
7,761
+153
+2% +$6.29K 0.02% 419
2026
Q1 		$282K Buy
7,608
+1,640
+27% +$62.4K 0.01% 417
2025
Q4 		$214K Hold
5,968
– – 0.01% 457
2025
Q3 		$222K Sell
5,968
-317
-5% -$10.9K 0.01% 446
2025
Q2 		$207K Buy
+6,285
New +$193K 0.01% 447

Other funds holding GLRY

PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cyndeo Wealth Partners's GLRY Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Inspire Growth ETF (GLRY) stake by 6.6% in Q3 2026, buying an estimated $20.4K and bringing the position to 8,270 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #440.

Cyndeo Wealth Partners first reported a position in GLRY in Q2 2025 and has held it in 6 quarters since. The position peaked at $339K in Q2 2026. 7 funds tracked by Wall St. Rank hold GLRY as of Q3 2026.

  • Cyndeo Wealth Partners held 8,270 shares of Inspire Growth ETF worth $314K as of Q3 2026.
  • Cyndeo Wealth Partners bought 509 Inspire Growth ETF shares in Q3 2026, an estimated $20.4K.
  • Inspire Growth ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #440 holding.
  • Cyndeo Wealth Partners first reported a position in Inspire Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Cyndeo Wealth Partners's Inspire Growth ETF position peaked at $339K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.