Global Retirement Partners’s GMS Inc GMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7	Closed	-$761	–	3933
2025 Q2	$761	Buy	+7	New	+$542	﹤0.01%	3507
2024 Q4	$1.87K	Hold	22	–	–	﹤0.01%	3099
2024 Q3	$1.99K	Hold	22	–	–	﹤0.01%	2942
2024 Q2	$1.77K	Buy	22 +15	+214%	+$1.38K	﹤0.01%	3006
2024 Q1	$681	Hold	7	–	–	﹤0.01%	3061
2023 Q4	$561	Hold	7	–	–	﹤0.01%	3053
2023 Q3	$437	Hold	7	–	–	﹤0.01%	2989
2023 Q2	$484	Sell	7 -7	-50%	-$433	﹤0.01%	2960
2023 Q1	$804	Sell	14 -7	-33%	-$397	﹤0.01%	2795
2022 Q4	$1.05K	Hold	21	–	–	﹤0.01%	2579
2022 Q3	$1K	Buy	21 +14	+200%	+$670	﹤0.01%	2465
2022 Q2	$0	Sell	7 -10	-59%	-$475	﹤0.01%	2756
2022 Q1	$1K	Buy	+17	New	+$894	﹤0.01%	2399

Other funds holding GMS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Global Retirement Partners's GMS Position: Q3 2025 in Review

Global Retirement Partners sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 7 shares — an estimated $761 sold.

Global Retirement Partners first reported a position in GMS in Q1 2022 and held it in 13 quarters. The position peaked at $1.99K in Q3 2024. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

Global Retirement Partners reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 7 GMS Inc shares in Q3 2025, an estimated $761.
Global Retirement Partners first reported a position in GMS Inc in Q1 2022 and held it in 13 quarters.
Global Retirement Partners's GMS Inc position peaked at $1.99K in Q3 2024.
3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.