Global Retirement Partners’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$123K Buy
15,905
+5,194
+48% +$39.7K ﹤0.01% 1780
2025
Q3
$85.6K Buy
10,711
+9,423
+732% +$70.4K ﹤0.01% 1586
2025
Q2
$9.32K Buy
+1,288
New +$8.61K ﹤0.01% 2635
2024
Q4
$6.22K Buy
1,056
+885
+518% +$5.55K ﹤0.01% 2587
2024
Q3
$1.09K Hold
171
﹤0.01% 3123
2024
Q2
$1.05K Hold
171
﹤0.01% 3152
2024
Q1
$1.03K Hold
171
﹤0.01% 2973
2023
Q4
$990 Hold
171
﹤0.01% 2904
2023
Q3
$804 Sell
171
-689
-80% -$3.55K ﹤0.01% 2823
2023
Q2
$4.36K Hold
860
﹤0.01% 2255
2023
Q1
$3.81K Buy
860
+327
+61% +$1.66K ﹤0.01% 2263
2022
Q4
$2.69K Hold
533
﹤0.01% 2255
2022
Q3
$2K Sell
533
-167
-24% -$727 ﹤0.01% 2190
2022
Q2
$3K Sell
700
-15
-2% -$74 ﹤0.01% 2020
2022
Q1
$4K Hold
715
﹤0.01% 1931
2021
Q4
$3K Hold
715
﹤0.01% 203
2021
Q3
$3K Sell
715
-6,878
-91% -$29.8K ﹤0.01% 1730
2021
Q2
$29K Sell
7,593
-129
-2% -$549 ﹤0.01% 1058
2021
Q1
$34K Hold
7,722
﹤0.01% 916
2020
Q4
$28K Hold
7,722
﹤0.01% 919
2020
Q3
$18K Hold
7,722
﹤0.01% 957
2020
Q2
$21K Sell
7,722
-545
-7% -$1.34K ﹤0.01% 880
2020
Q1
$19K Sell
8,267
-6,732
-45% -$22.4K ﹤0.01% 811
2019
Q4
$63K Buy
14,999
+338
+2% +$1.38K 0.01% 587
2019
Q3
$56K Sell
14,661
-587
-4% -$2.34K 0.01% 606
2019
Q2
$67K Sell
15,248
-544
-3% -$2.32K 0.01% 544
2019
Q1
$65K Hold
15,792
0.02% 478
2018
Q4
$63K Hold
15,792
0.02% 465
2018
Q3
$87K Sell
15,792
-427
-3% -$2.22K 0.02% 431
2018
Q2
$80K Buy
16,219
+7,458
+85% +$41.1K 0.02% 429
2018
Q1
$48K Hold
8,761
0.01% 531
2017
Q4
$45K Buy
+8,761
New +$42.7K 0.01% 515

Other funds holding AEG

Global Retirement Partners's AEG Position: Q4 2025 in Review

Global Retirement Partners increased its Aegon (AEG) stake by 48% in Q4 2025, buying an estimated $39.7K and bringing the position to 15,905 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Global Retirement Partners first reported a position in AEG in Q4 2017 and has held it in 32 quarters since. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Global Retirement Partners held 15,905 shares of Aegon worth $123K as of Q4 2025.
  • Global Retirement Partners bought 5,194 Aegon shares in Q4 2025, an estimated $39.7K.
  • Aegon made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1780 holding.
  • Global Retirement Partners first reported a position in Aegon in Q4 2017 and has held it in 32 quarters since.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.