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Global Retirement Partners’s Global X Guru Index ETF GURU Stock Holding History

Global Retirement Partners’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$417 – 4320
2025
Q3 		$417 Hold
7
– – ﹤0.01% 3665
2025
Q2 		$375 Buy
+7
New +$349 ﹤0.01% 3612

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PAG
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FEM
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Global Retirement Partners sold out of Global X Guru Index ETF (GURU) in Q4 2025, closing a stake of 7 shares — an estimated $417 sold.

Global Retirement Partners first reported a position in GURU in Q2 2025 and held it in 2 quarters. The position peaked at $417 in Q3 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2025.

  • Global Retirement Partners reported no remaining Global X Guru Index ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 7 Global X Guru Index ETF shares in Q4 2025, an estimated $417.
  • Global Retirement Partners first reported a position in Global X Guru Index ETF in Q2 2025 and held it in 2 quarters.
  • Global Retirement Partners's Global X Guru Index ETF position peaked at $417 in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2025.

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