Global Retirement Partners
FDUS icon

Global Retirement Partners’s Fidus Investment FDUS Stock Holding History

Global Retirement Partners’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$689K Buy
35,750
+3,161
+10% +$62.3K 0.01% 910
2026
Q2 		$621K Buy
+32,589
New +$605K 0.01% 930
2025
Q4 		$270K Sell
13,970
-7,367
-35% -$146K ﹤0.01% 1297
2025
Q3 		$432K Buy
21,337
+20,549
+2,608% +$433K 0.01% 816
2025
Q2 		$15.9K Buy
+788
New +$15.4K ﹤0.01% 2397

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Global Retirement Partners's FDUS Position: Q3 2026 in Review

Global Retirement Partners increased its Fidus Investment (FDUS) stake by 9.7% in Q3 2026, buying an estimated $62.3K and bringing the position to 35,750 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #910.

Global Retirement Partners first reported a position in FDUS in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Global Retirement Partners held 35,750 shares of Fidus Investment worth $689K as of Q3 2026.
  • Global Retirement Partners bought 3,161 Fidus Investment shares in Q3 2026, an estimated $62.3K.
  • Fidus Investment made up 0.01% of Global Retirement Partners's portfolio in Q3 2026, its #910 holding.
  • Global Retirement Partners first reported a position in Fidus Investment in Q2 2025 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.