Global Retirement Partners’s Kosmos Energy KOS Stock Holding History

Global Retirement Partners’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$318	Hold	350	–	–	﹤0.01%	4065
2025 Q3	$581	Hold	350	–	–	﹤0.01%	3621
2025 Q2	$602	Buy	+350	New	+$634	﹤0.01%	3555
2024 Q4	$2.33K	Buy	681 +116	+21%	+$441	﹤0.01%	3014
2024 Q3	$2.28K	Buy	565 +161	+40%	+$784	﹤0.01%	2897
2024 Q2	$2.24K	Buy	404 +54	+15%	+$315	﹤0.01%	2929
2024 Q1	$2.09K	Hold	350	–	–	﹤0.01%	2736
2023 Q4	$2.25K	Buy	+350	New	+$2.45K	﹤0.01%	2630
2023 Q2	–	Sell	-37	Closed	-$221	–	3226
2023 Q1	$221	Sell	37 -73	-66%	-$535	﹤0.01%	3074
2022 Q4	$700	Sell	110 -31	-22%	-$194	﹤0.01%	2684
2022 Q3	$1K	Buy	+141	New	+$854	﹤0.01%	2500

Other funds holding KOS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return