GRP
GENY

Global Retirement Partners’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Global Retirement Partners’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-725
Closed -$28K – 3516
2023
Q3 		$28K Buy
725
+8
+1% +$338 ﹤0.01% 1519
2023
Q2 		$30.7K Sell
717
-934
-57% -$38.8K ﹤0.01% 1487
2023
Q1 		$67.4K Sell
1,651
-141
-8% -$6.03K ﹤0.01% 1104
2022
Q4 		$68.8K Hold
1,792
– – ﹤0.01% 957
2022
Q3 		$61K Sell
1,792
-176
-9% -$6.92K ﹤0.01% 943
2022
Q2 		$77K Buy
1,968
+28
+1% +$1.21K 0.01% 847
2022
Q1 		$76K Buy
+1,940
New +$99.5K 0.01% 850
2021
Q4 		– Sell
-1,892
Closed -$115K – 1944
2021
Q3 		$115K Sell
1,892
-12
-0.6% -$761 0.01% 612
2021
Q2 		$127K Sell
1,904
-10
-0.5% -$643 0.01% 570
2021
Q1 		$117K Buy
1,914
+96
+5% +$6.01K 0.01% 528
2020
Q4 		$105K Hold
1,818
– – 0.01% 518
2020
Q3 		$88K Buy
1,818
+385
+27% +$18K 0.01% 507
2020
Q2 		$61K Hold
1,433
– – 0.01% 594
2020
Q1 		$46K Sell
1,433
-737
-34% -$28.7K 0.01% 590
2019
Q4 		$90K Hold
2,170
– – 0.01% 506
2019
Q3 		$82K Sell
2,170
-250
-10% -$9.6K 0.01% 513
2019
Q2 		$93K Buy
2,420
+9
+0.4% +$341 0.02% 468
2019
Q1 		$89K Buy
2,411
+1,091
+83% +$38.2K 0.02% 419
2018
Q4 		$41K Hold
1,320
– – 0.01% 551
2018
Q3 		$51K Hold
1,320
– – 0.01% 564
2018
Q2 		$49K Hold
1,320
– – 0.01% 549
2018
Q1 		$47K Hold
1,320
– – 0.01% 542
2017
Q4 		$46K Buy
1,320
+1,000
+313% +$33K 0.01% 512
2017
Q3 		$10K Buy
+320
New +$9.77K ﹤0.01% 850

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Retirement Partners's GENY Position: Q4 2023 in Review

Global Retirement Partners sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 725 shares — an estimated $28K sold.

Global Retirement Partners first reported a position in GENY in Q3 2017 and held it in 24 quarters. The position peaked at $127K in Q2 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Global Retirement Partners reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 725 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $28K.
  • Global Retirement Partners first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q3 2017 and held it in 24 quarters.
  • Global Retirement Partners's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $127K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.