Global Retirement Partners’s Cathay General Bancorp CATY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$23.5K	Buy	485 +484	+48,400%	+$23.3K	﹤0.01%	2798
2025 Q3	$48	Hold	1	–	–	﹤0.01%	3829
2025 Q2	$46	Buy	+1	New	+$42	﹤0.01%	3757
2024 Q4	$48	Sell	1 -24	-96%	-$1.16K	﹤0.01%	3588
2024 Q3	$1.07K	Hold	25	–	–	﹤0.01%	3128
2024 Q2	$943	Buy	+25	New	+$907	﹤0.01%	3181
2023 Q2	–	Sell	-14	Closed	-$409	–	3204
2023 Q1	$409	Buy	+14	New	+$575	﹤0.01%	2966
2022 Q4	–	Sell	-29	Closed	-$1K	–	3031
2022 Q3	$1K	Buy	+29	New	+$1.21K	﹤0.01%	2402
2022 Q2	–	Sell	-4	Closed	–	–	2689
2022 Q1	$0	Buy	+4	New	+$184	﹤0.01%	2638

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return