Global Retirement Partners’s Maplebear CART Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$19.8K	Sell	440 -2,482	-85%	-$102K	﹤0.01%	2873
2025 Q3	$107K	Sell	2,922 -418	-13%	-$19.2K	﹤0.01%	1481
2025 Q2	$151K	Buy	+3,340	New	+$145K	﹤0.01%	1224
2024 Q4	$2.65K	Buy	+64	New	+$2.77K	﹤0.01%	2974
2024 Q3	–	Sell	-369	Closed	-$11.9K	–	3524
2024 Q2	$11.9K	Buy	+369	New	+$12.7K	﹤0.01%	2238
2024 Q1	–	Sell	-44	Closed	-$1.05K	–	3400
2023 Q4	$1.05K	Sell	44 -156	-78%	-$3.92K	﹤0.01%	2883
2023 Q3	$5.46K	Buy	+200	New	+$6.06K	﹤0.01%	2156

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

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

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

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

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return