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Global Retirement Partners’s Aegon AEG Stock Holding History

Global Retirement Partners’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6K Buy
+3,625
New +$29.9K ﹤0.01% 2822
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Global Retirement Partners's AEG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Aegon (AEG) in Q2 2026: 3,625 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #2822 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AEG as recently as Q4 2025.

Global Retirement Partners first reported a position in AEG in Q4 2017 and has held it in 33 quarters since. The position peaked at $123K in Q4 2025. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Global Retirement Partners held 3,625 shares of Aegon worth $30.6K as of Q2 2026.
  • Aegon was a new Global Retirement Partners position in Q2 2026.
  • Aegon made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2822 holding.
  • Global Retirement Partners first reported a position in Aegon in Q4 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's Aegon position peaked at $123K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.