Global Retirement Partners
ADAM icon

Global Retirement Partners’s Adamas Trust ADAM Stock Holding History

Global Retirement Partners’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.4K Buy
3,260
+1,735
+114% +$16K ﹤0.01% 3195
2026
Q2 		$14.3K Buy
+1,525
New +$13.1K ﹤0.01% 3235
2025
Q4 		$175 Buy
+24
New +$170 ﹤0.01% 4118
2024
Q1 		– Sell
-1,625
Closed -$13.4K – 3453
2023
Q4 		$13.4K Hold
1,625
– – ﹤0.01% 1940
2023
Q3 		$13.2K Sell
1,625
-750
-32% -$7.09K ﹤0.01% 1835
2023
Q2 		$23.6K Sell
2,375
-750
-24% -$7.45K ﹤0.01% 1611
2023
Q1 		$30K Hold
3,125
– – ﹤0.01% 1467
2022
Q4 		$32K Hold
3,125
– – ﹤0.01% 1276
2022
Q3 		$34K Sell
3,125
-47
-1% -$533 ﹤0.01% 1165
2022
Q2 		$35K Buy
3,172
+297
+10% +$3.64K ﹤0.01% 1138
2022
Q1 		$34K Hold
2,875
– – ﹤0.01% 1151
2021
Q4 		$43K Hold
2,875
– – 0.03% 97
2021
Q3 		$49K Hold
2,875
– – ﹤0.01% 861
2021
Q2 		$51K Hold
2,875
– – 0.01% 841
2021
Q1 		$51K Hold
2,875
– – 0.01% 790
2020
Q4 		$42K Sell
2,875
-250
-8% -$3.16K 0.01% 786
2020
Q3 		$32K Buy
+3,125
New +$32.5K ﹤0.01% 769

Other funds holding ADAM

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Global Retirement Partners's ADAM Position: Q3 2026 in Review

Global Retirement Partners increased its Adamas Trust (ADAM) stake by 114% in Q3 2026, buying an estimated $16K and bringing the position to 3,260 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Global Retirement Partners first reported a position in ADAM in Q3 2020 and has held it in 17 quarters since. The position peaked at $51K in Q2 2021. 159 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • Global Retirement Partners held 3,260 shares of Adamas Trust worth $25.4K as of Q3 2026.
  • Global Retirement Partners bought 1,735 Adamas Trust shares in Q3 2026, an estimated $16K.
  • Adamas Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3195 holding.
  • Global Retirement Partners first reported a position in Adamas Trust in Q3 2020 and has held it in 17 quarters since.
  • Global Retirement Partners's Adamas Trust position peaked at $51K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.