Global Retirement Partners’s Goosehead Insurance GSHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$27.1K	Buy	368 +3	+0.8%	+$214	﹤0.01%	2728
2025 Q3	$27.2K	Hold	365	–	–	﹤0.01%	2249
2025 Q2	$38.5K	Buy	+365	New	+$38.7K	﹤0.01%	1919
2024 Q4	$39.1K	Hold	365	–	–	﹤0.01%	1745
2024 Q3	$32.6K	Hold	365	–	–	﹤0.01%	1754
2024 Q2	$21K	Hold	365	–	–	﹤0.01%	1958
2024 Q1	$24.3K	Sell	365 -3,350	-90%	-$256K	﹤0.01%	1727
2023 Q4	$273K	Buy	3,715 +45	+1%	+$3.25K	0.01%	642
2023 Q3	$264K	Hold	3,670	–	–	0.01%	580
2023 Q2	$231K	Hold	3,670	–	–	0.01%	640
2023 Q1	$215K	Buy	+3,670	New	+$159K	0.01%	642

Other funds holding GSHD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Global Retirement Partners increased its Goosehead Insurance (GSHD) stake by 0.82% in Q4 2025, buying an estimated $214 and bringing the position to 368 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Global Retirement Partners first reported a position in GSHD in Q1 2023 and has held it in 11 quarters since. The position peaked at $273K in Q4 2023. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Global Retirement Partners held 368 shares of Goosehead Insurance worth $27.1K as of Q4 2025.
Global Retirement Partners bought 3 Goosehead Insurance shares in Q4 2025, an estimated $214.
Goosehead Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2728 holding.
Global Retirement Partners first reported a position in Goosehead Insurance in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Goosehead Insurance position peaked at $273K in Q4 2023.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

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