Global Retirement Partners’s Crescent Energy CRGY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.91K	Buy	+602	New	+$7.36K	﹤0.01%	3644
2025 Q4	$6.02K	Buy	717 +318	+80%	+$2.79K	﹤0.01%	3372
2025 Q3	$3.56K	Buy	+399	New	+$3.63K	﹤0.01%	3102
2024 Q4	$2.22K	Buy	+152	New	+$2.06K	﹤0.01%	3039
2024 Q2	–	Sell	-96	Closed	-$1.14K	–	3563
2024 Q1	$1.14K	Hold	96	–	–	﹤0.01%	2938
2023 Q4	$1.06K	Buy	96 +47	+96%	+$554	﹤0.01%	2877
2023 Q3	$537	Hold	49	–	–	﹤0.01%	2936
2023 Q2	$511	Buy	+49	New	+$525	﹤0.01%	2948
2022 Q4	–	Sell	-87	Closed	-$1K	–	3035
2022 Q3	$1K	Buy	+87	New	+$1.27K	﹤0.01%	2411

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Global Retirement Partners's CRGY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Crescent Energy (CRGY) in Q2 2026: 602 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #3644 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CRGY as recently as Q4 2025.

Global Retirement Partners first reported a position in CRGY in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.02K in Q4 2025. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Global Retirement Partners held 602 shares of Crescent Energy worth $5.91K as of Q2 2026.
Crescent Energy was a new Global Retirement Partners position in Q2 2026.
Crescent Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3644 holding.
Global Retirement Partners first reported a position in Crescent Energy in Q3 2022 and has held it in 9 quarters since.
Global Retirement Partners's Crescent Energy position peaked at $6.02K in Q4 2025.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.