Global Retirement Partners’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$58.7K	Buy	+7,016	New	+$59.5K	﹤0.01%	2255
2023 Q1	–	Sell	-1,034	Closed	-$8.43K	–	3219
2022 Q4	$8.43K	Buy	1,034 +34	+3%	+$273	﹤0.01%	1843
2022 Q3	$8K	Buy	+1,000	New	+$8.68K	﹤0.01%	1752

Other funds holding BWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Global Retirement Partners's BWG Position: Q4 2025 in Review

Global Retirement Partners opened a new position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2025: 7,016 shares worth $58.7K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BWG as recently as Q4 2022.

Global Retirement Partners first reported a position in BWG in Q3 2022 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold BWG as of Q4 2025.

Global Retirement Partners held 7,016 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $58.7K as of Q4 2025.
BrandywineGLOBAL Global Income Opportunities Fund was a new Global Retirement Partners position in Q4 2025.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2255 holding.
Global Retirement Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2022 and has held it in 3 quarters since.
46 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.