GRP
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Global Retirement Partners’s ORIX IX Stock Holding History

Global Retirement Partners’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$599K Buy
20,485
+19,041
+1,319% +$504K 0.01% 866
2025
Q3 		$37.7K Buy
1,444
+531
+58% +$13.2K ﹤0.01% 2063
2025
Q2 		$20.6K Buy
+913
New +$18.7K ﹤0.01% 2275
2024
Q4 		$1.91K Sell
90
-125
-58% -$2.74K ﹤0.01% 3088
2024
Q3 		$4.99K Sell
215
-85
-28% -$2K ﹤0.01% 2558
2024
Q2 		$6.68K Buy
300
+75
+33% +$1.6K ﹤0.01% 2475
2024
Q1 		$4.96K Hold
225
– – ﹤0.01% 2398
2023
Q4 		$4.32K Hold
225
– – ﹤0.01% 2380
2023
Q3 		$3.93K Buy
225
+25
+13% +$467 ﹤0.01% 2273
2023
Q2 		$3.65K Hold
200
– – ﹤0.01% 2324
2023
Q1 		$3.34K Sell
200
-115
-37% -$1.97K ﹤0.01% 2310
2022
Q4 		$5.07K Sell
315
-25
-7% -$380 ﹤0.01% 2020
2022
Q3 		$5K Buy
340
+55
+19% +$898 ﹤0.01% 1934
2022
Q2 		$5K Buy
285
+15
+6% +$273 ﹤0.01% 1889
2022
Q1 		$5K Sell
270
-10
-4% -$204 ﹤0.01% 1887
2021
Q4 		$6K Hold
280
– – ﹤0.01% 178
2021
Q3 		$5K Buy
+280
New +$5.15K ﹤0.01% 1621
2020
Q2 		– Sell
-305
Closed -$4K – 1670
2020
Q1 		$4K Buy
305
+70
+30% +$1.1K ﹤0.01% 1287
2019
Q4 		$4K Buy
235
+70
+42% +$1.12K ﹤0.01% 1375
2019
Q3 		$2K Buy
+165
New +$2.47K ﹤0.01% 1446

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return