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
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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Global Retirement Partners increased its Crescent Energy (CRGY) stake by 80% in Q4 2025, buying an estimated $2.79K and bringing the position to 717 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Global Retirement Partners first reported a position in CRGY in Q3 2022 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

Global Retirement Partners held 717 shares of Crescent Energy worth $6.02K as of Q4 2025.
Global Retirement Partners bought 318 Crescent Energy shares in Q4 2025, an estimated $2.79K.
Crescent Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3372 holding.
Global Retirement Partners first reported a position in Crescent Energy in Q3 2022 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

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