Global Retirement Partners’s Boot Barn BOOT Stock Holding History

Global Retirement Partners’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$62.3K	Buy	353 +309	+702%	+$57.6K	﹤0.01%	2223
2025 Q3	$7.29K	Buy	44 +8	+22%	+$1.38K	﹤0.01%	2826
2025 Q2	$5.47K	Buy	+36	New	+$4.78K	﹤0.01%	2870
2024 Q4	$5.62K	Sell	37 -27	-42%	-$3.99K	﹤0.01%	2631
2024 Q3	$10.7K	Sell	64 -73	-53%	-$10K	﹤0.01%	2275
2024 Q2	$17.7K	Buy	137 +132	+2,640%	+$14.9K	﹤0.01%	2052
2024 Q1	$476	Hold	5	–	–	﹤0.01%	3141
2023 Q4	$356	Hold	5	–	–	﹤0.01%	3148
2023 Q3	$390	Hold	5	–	–	﹤0.01%	3017
2023 Q2	$423	Hold	5	–	–	﹤0.01%	2982
2023 Q1	$364	Hold	5	–	–	﹤0.01%	2989
2022 Q4	$313	Hold	5	–	–	﹤0.01%	2860
2022 Q3	$0	Sell	5 -7	-58%	-$469	﹤0.01%	2704
2022 Q2	$1K	Buy	12 +1	+9%	+$86	﹤0.01%	2368
2022 Q1	$1K	Buy	+11	New	+$1.04K	﹤0.01%	2326

Other funds holding BOOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return