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
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

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1CP
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WAM
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CA
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PFO
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