GRP
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Global Retirement Partners’s Belden BDC Stock Holding History

Global Retirement Partners’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$78.1K Buy
+670
New +$78.2K ﹤0.01% 2064
2024
Q4 		$5.63K Sell
50
-250
-83% -$29.8K ﹤0.01% 2629
2024
Q3 		$35.1K Buy
300
+17
+6% +$1.7K ﹤0.01% 1730
2024
Q2 		$26.5K Buy
283
+280
+9,333% +$25.4K ﹤0.01% 1840
2024
Q1 		$278 Hold
3
– – ﹤0.01% 3228
2023
Q4 		$217 Sell
3
-13
-81% -$966 ﹤0.01% 3214
2023
Q3 		$1.52K Hold
16
– – ﹤0.01% 2636
2023
Q2 		$1.53K Buy
16
+1
+7% +$86 ﹤0.01% 2639
2023
Q1 		$1.2K Buy
+15
New +$1.24K ﹤0.01% 2676

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State Street
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Dimensional Fund Advisors
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Geode Capital Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return