GRP
ASG

Global Retirement Partners’s Liberty All-Star Growth Fund ASG Stock Holding History

Global Retirement Partners’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$377 Buy
+69
New +$360 ﹤0.01% 4326
2025
Q4 		$350 Hold
66
– – ﹤0.01% 4052
2025
Q3 		$366 Buy
66
+1
+2% +$6 ﹤0.01% 3685
2025
Q2 		$356 Buy
+65
New +$329 ﹤0.01% 3619
2024
Q4 		$350 Buy
+62
New +$357 ﹤0.01% 3454
2024
Q3 		– Sell
-168
Closed -$897 – 3511
2024
Q2 		$897 Sell
168
-7,245
-98% -$38K ﹤0.01% 3195
2024
Q1 		$40.7K Buy
7,413
+148
+2% +$789 ﹤0.01% 1494
2023
Q4 		$38K Buy
7,265
+137
+2% +$676 ﹤0.01% 1487
2023
Q3 		$34.4K Buy
7,128
+149
+2% +$783 ﹤0.01% 1427
2023
Q2 		$37.8K Buy
6,979
+148
+2% +$765 ﹤0.01% 1409
2023
Q1 		$34K Buy
6,831
+385
+6% +$2.01K ﹤0.01% 1406
2022
Q4 		$31.8K Hold
6,446
– – ﹤0.01% 1277
2022
Q3 		$35K Buy
6,446
+159
+3% +$943 ﹤0.01% 1150
2022
Q2 		$37K Hold
6,287
– – ﹤0.01% 1106
2022
Q1 		$35K Buy
+6,287
New +$45.8K ﹤0.01% 1137

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Liberty All-Star Growth Fund (ASG) in Q2 2026: 69 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #4326 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ASG as recently as Q4 2025.

Global Retirement Partners first reported a position in ASG in Q1 2022 and has held it in 15 quarters since. The position peaked at $40.7K in Q1 2024. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • Global Retirement Partners held 69 shares of Liberty All-Star Growth Fund worth $377 as of Q2 2026.
  • Liberty All-Star Growth Fund was a new Global Retirement Partners position in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4326 holding.
  • Global Retirement Partners first reported a position in Liberty All-Star Growth Fund in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Liberty All-Star Growth Fund position peaked at $40.7K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

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