Global Retirement Partners’s Grocery Outlet GO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.69K	Buy	167 +165	+8,250%	+$2.08K	﹤0.01%	3776
2025 Q3	$32	Hold	2	–	–	﹤0.01%	3837
2025 Q2	$25	Buy	+2	New	+$28	﹤0.01%	3778
2024 Q4	$1.78K	Buy	114 +111	+3,700%	+$1.93K	﹤0.01%	3117
2024 Q3	$53	Sell	3 -38	-93%	-$719	﹤0.01%	3440
2024 Q2	$907	Buy	41 +14	+52%	+$332	﹤0.01%	3191
2024 Q1	$777	Hold	27	–	–	﹤0.01%	3036
2023 Q4	$740	Hold	27	–	–	﹤0.01%	2977
2023 Q3	$771	Hold	27	–	–	﹤0.01%	2834
2023 Q2	$826	Hold	27	–	–	﹤0.01%	2832
2023 Q1	$803	Sell	27 -7	-21%	-$201	﹤0.01%	2796
2022 Q4	$992	Buy	34 +7	+26%	+$220	﹤0.01%	2601
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	2467
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	2443
2022 Q1	$1K	Buy	+27	New	+$753	﹤0.01%	2400

Other funds holding GO

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Global Retirement Partners increased its Grocery Outlet (GO) stake by 8,250% in Q4 2025, buying an estimated $2.08K and bringing the position to 167 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Global Retirement Partners first reported a position in GO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.78K in Q4 2024. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

Global Retirement Partners held 167 shares of Grocery Outlet worth $1.69K as of Q4 2025.
Global Retirement Partners bought 165 Grocery Outlet shares in Q4 2025, an estimated $2.08K.
Grocery Outlet made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3776 holding.
Global Retirement Partners first reported a position in Grocery Outlet in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Grocery Outlet position peaked at $1.78K in Q4 2024.
240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

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