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Global Retirement Partners’s Castellum CTM Stock Holding History

Global Retirement Partners’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$14.8K Hold
16,439
– – ﹤0.01% 3005
2025
Q3 		$17.9K Buy
16,439
+11,627
+242% +$13.5K ﹤0.01% 2457
2025
Q2 		$5.05K Buy
+4,812
New +$4.94K ﹤0.01% 2908

Other funds holding CTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Global Retirement Partners held its Castellum (CTM) position steady in Q4 2025 at 16,439 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Global Retirement Partners first reported a position in CTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q3 2025. 40 funds tracked by Wall St. Rank hold CTM as of Q4 2025.

  • Global Retirement Partners held 16,439 shares of Castellum worth $14.8K as of Q4 2025.
  • Global Retirement Partners left its Castellum share count unchanged in Q4 2025.
  • Castellum made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3005 holding.
  • Global Retirement Partners first reported a position in Castellum in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Castellum position peaked at $17.9K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Castellum as of Q4 2025.

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