Global Retirement Partners
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Global Retirement Partners’s IperionX IPX Stock Holding History

Global Retirement Partners’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.87K Sell
111
-166
-60% -$3.71K ﹤0.01% 4346
2026
Q2 		$8.24K Buy
+277
New +$9.44K ﹤0.01% 3485

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return

Global Retirement Partners's IPX Position: Q3 2026 in Review

Global Retirement Partners reduced its IperionX (IPX) stake by 60% in Q3 2026, selling an estimated $3.71K and leaving 111 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4346.

Global Retirement Partners first reported a position in IPX in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.24K in Q2 2026. 21 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • Global Retirement Partners held 111 shares of IperionX worth $1.87K as of Q3 2026.
  • Global Retirement Partners sold 166 IperionX shares in Q3 2026, an estimated $3.71K.
  • IperionX made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #4346 holding.
  • Global Retirement Partners first reported a position in IperionX in Q2 2026 and has held it in 2 quarters since.
  • Global Retirement Partners's IperionX position peaked at $8.24K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.