GRP
CTRA

Global Retirement Partners’s Coterra Energy CTRA Stock Holding History

Global Retirement Partners’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$359K Buy
13,631
+6,495
+91% +$164K 0.01% 1138
2025
Q3 		$169K Sell
7,136
-524
-7% -$12.6K ﹤0.01% 1266
2025
Q2 		$194K Buy
+7,660
New +$194K ﹤0.01% 1109
2024
Q4 		$291K Buy
11,406
+3,525
+45% +$87.6K 0.01% 810
2024
Q3 		$189K Sell
7,881
-2,607
-25% -$64.3K 0.01% 935
2024
Q2 		$280K Buy
10,488
+2,723
+35% +$75.5K 0.01% 770
2024
Q1 		$216K Sell
7,765
-900
-10% -$23.1K 0.01% 766
2023
Q4 		$215K Sell
8,665
-1,220
-12% -$32.7K 0.01% 735
2023
Q3 		$255K Buy
9,885
+258
+3% +$7.03K 0.01% 592
2023
Q2 		$244K Buy
9,627
+306
+3% +$7.61K 0.01% 626
2023
Q1 		$225K Buy
9,321
+2,933
+46% +$72.1K 0.01% 625
2022
Q4 		$157K Buy
6,388
+1,908
+43% +$52.6K 0.01% 673
2022
Q3 		$139K Buy
4,480
+595
+15% +$17K 0.01% 677
2022
Q2 		$100K Sell
3,885
-172
-4% -$5.22K 0.01% 739
2022
Q1 		$132K Buy
+4,057
New +$94.8K 0.01% 665
2021
Q4 		– Sell
-548
Closed -$12K – 544
2021
Q3 		$12K Buy
548
+487
+798% +$8.35K ﹤0.01% 1358
2021
Q2 		$1K Buy
+61
New +$1.04K ﹤0.01% 1788
2019
Q3 		– Sell
-101
Closed -$2K – 1613
2019
Q2 		$2K Buy
+101
New +$2.57K ﹤0.01% 1429
2018
Q2 		– Sell
-179
Closed -$4K – 1528
2018
Q1 		$4K Sell
179
-215
-55% -$5.53K ﹤0.01% 1190
2017
Q4 		$11K Buy
394
+135
+52% +$3.71K ﹤0.01% 872
2017
Q3 		$7K Hold
259
– – ﹤0.01% 922
2017
Q2 		$6K Hold
259
– – ﹤0.01% 893
2017
Q1 		$6K Buy
+259
New +$5.88K ﹤0.01% 865

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Global Retirement Partners increased its Coterra Energy (CTRA) stake by 91% in Q4 2025, buying an estimated $164K and bringing the position to 13,631 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1138.

Global Retirement Partners first reported a position in CTRA in Q1 2017 and has held it in 23 quarters since. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Global Retirement Partners held 13,631 shares of Coterra Energy worth $359K as of Q4 2025.
  • Global Retirement Partners bought 6,495 Coterra Energy shares in Q4 2025, an estimated $164K.
  • Coterra Energy made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1138 holding.
  • Global Retirement Partners first reported a position in Coterra Energy in Q1 2017 and has held it in 23 quarters since.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

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