Global Retirement Partners’s Invesco DB Energy Fund DBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$9.45K	Buy	541 +217	+67%	+$4.05K	﹤0.01%	3181
2025 Q3	$6.16K	Buy	+324	New	+$6.2K	﹤0.01%	2892
2024 Q3	–	Sell	-50	Closed	-$1.04K	–	3538
2024 Q2	$1.04K	Hold	50	–	–	﹤0.01%	3153
2024 Q1	$1.04K	Hold	50	–	–	﹤0.01%	2971
2023 Q4	$973	Hold	50	–	–	﹤0.01%	2909
2023 Q3	$1.1K	Hold	50	–	–	﹤0.01%	2739
2023 Q2	$990	Hold	50	–	–	﹤0.01%	2788
2023 Q1	$928	Hold	50	–	–	﹤0.01%	2757
2022 Q4	$1.13K	Buy	+50	New	+$1.19K	﹤0.01%	2555
2022 Q3	–	Sell	-50	Closed	-$1K	–	2746
2022 Q2	$1K	Buy	+50	New	+$1.33K	﹤0.01%	2399

Other funds holding DBE

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Global Retirement Partners increased its Invesco DB Energy Fund (DBE) stake by 67% in Q4 2025, buying an estimated $4.05K and bringing the position to 541 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

Global Retirement Partners first reported a position in DBE in Q2 2022 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold DBE as of Q4 2025.

Global Retirement Partners held 541 shares of Invesco DB Energy Fund worth $9.45K as of Q4 2025.
Global Retirement Partners bought 217 Invesco DB Energy Fund shares in Q4 2025, an estimated $4.05K.
Invesco DB Energy Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3181 holding.
Global Retirement Partners first reported a position in Invesco DB Energy Fund in Q2 2022 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2025.

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