Global Retirement Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$110	Buy	+2	New	+$108	﹤0.01%	4142
2024 Q3	–	Sell	-457	Closed	-$19.4K	–	3553
2024 Q2	$19.4K	Hold	457	–	–	﹤0.01%	1995
2024 Q1	$17.6K	Hold	457	–	–	﹤0.01%	1869
2023 Q4	$15.3K	Sell	457 -296	-39%	-$9.11K	﹤0.01%	1885
2023 Q3	$21.7K	Buy	753 +296	+65%	+$8.91K	﹤0.01%	1615
2023 Q2	$13.6K	Sell	457 -260	-36%	-$6.98K	﹤0.01%	1847
2023 Q1	$18.2K	Hold	717	–	–	﹤0.01%	1675
2022 Q4	$15.1K	Hold	717	–	–	﹤0.01%	1601
2022 Q3	$16K	Hold	717	–	–	﹤0.01%	1482
2022 Q2	$16K	Hold	717	–	–	﹤0.01%	1439
2022 Q1	$16K	Buy	+717	New	+$21.5K	﹤0.01%	1434

Other funds holding FBCG

Align Financial Hermantown, Minnesota $202M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Global Retirement Partners opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025: 2 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #4142 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FBCG as recently as Q2 2024.

Global Retirement Partners first reported a position in FBCG in Q1 2022 and has held it in 11 quarters since. The position peaked at $21.7K in Q3 2023. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

Global Retirement Partners held 2 shares of Fidelity Blue Chip Growth ETF worth $110 as of Q4 2025.
Fidelity Blue Chip Growth ETF was a new Global Retirement Partners position in Q4 2025.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4142 holding.
Global Retirement Partners first reported a position in Fidelity Blue Chip Growth ETF in Q1 2022 and has held it in 11 quarters since.
Global Retirement Partners's Fidelity Blue Chip Growth ETF position peaked at $21.7K in Q3 2023.
258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

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