GRP
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Global Retirement Partners’s Interactive Brokers IBKR Stock Holding History

Global Retirement Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.52M Buy
39,251
+24,867
+173% +$1.66M 0.04% 368
2025
Q3 		$990K Buy
14,384
+652
+5% +$41K 0.02% 547
2025
Q2 		$761K Buy
+13,732
New +$651K 0.02% 583
2024
Q4 		$1.14M Buy
25,820
+22,964
+804% +$967K 0.03% 417
2024
Q3 		$99.5K Sell
2,856
-252
-8% -$7.8K ﹤0.01% 1239
2024
Q2 		$95.3K Buy
+3,108
New +$92.7K ﹤0.01% 1227
2023
Q2 		– Sell
-76
Closed -$1.38K – 3220
2023
Q1 		$1.38K Buy
+76
New +$1.55K ﹤0.01% 2631

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OAG
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GWM
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