GRP
HUBS icon

Global Retirement Partners’s HubSpot HUBS Stock Holding History

Global Retirement Partners’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$135K Buy
336
+283
+534% +$117K ﹤0.01% 1717
2025
Q3 		$24.8K Sell
53
-156
-75% -$78.5K ﹤0.01% 2293
2025
Q2 		$116K Buy
+209
New +$122K ﹤0.01% 1359
2024
Q4 		$109K Buy
157
+36
+30% +$23.1K ﹤0.01% 1227
2024
Q3 		$64.3K Buy
121
+56
+86% +$28.1K ﹤0.01% 1440
2024
Q2 		$38.3K Buy
65
+13
+25% +$7.97K ﹤0.01% 1679
2024
Q1 		$32.6K Buy
52
+11
+27% +$6.61K ﹤0.01% 1604
2023
Q4 		$23.2K Sell
41
-69
-63% -$33.2K ﹤0.01% 1692
2023
Q3 		$52.5K Buy
110
+11
+11% +$5.75K ﹤0.01% 1250
2023
Q2 		$52.7K Buy
99
+85
+607% +$39.8K ﹤0.01% 1245
2023
Q1 		$5.85K Buy
+14
New +$5.11K ﹤0.01% 2114
2022
Q4 		– Sell
-1
Closed – – 3050
2022
Q3 		$0 Buy
+1
New +$318 ﹤0.01% 2828

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return