GRP
LBRT icon

Global Retirement Partners’s Liberty Energy LBRT Stock Holding History

Global Retirement Partners’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93K Buy
+112
New +$3.35K ﹤0.01% 3877
2025
Q4 		$1.83K Hold
99
– – ﹤0.01% 3751
2025
Q3 		$1.22K Hold
99
– – ﹤0.01% 3478
2025
Q2 		$1.14K Buy
+99
New +$1.2K ﹤0.01% 3410
2024
Q4 		$3.36K Buy
169
+9
+6% +$166 ﹤0.01% 2873
2024
Q3 		$3.05K Hold
160
– – ﹤0.01% 2774
2024
Q2 		$3.34K Sell
160
-67
-30% -$1.5K ﹤0.01% 2783
2024
Q1 		$4.7K Sell
227
-21
-8% -$415 ﹤0.01% 2421
2023
Q4 		$4.23K Buy
248
+100
+68% +$1.9K ﹤0.01% 2392
2023
Q3 		$2.46K Buy
148
+4
+3% +$66 ﹤0.01% 2457
2023
Q2 		$1.93K Buy
144
+6
+4% +$78 ﹤0.01% 2564
2023
Q1 		$1.65K Sell
138
-242
-64% -$3.58K ﹤0.01% 2568
2022
Q4 		$6.08K Buy
+380
New +$6.04K ﹤0.01% 1958
2019
Q3 		– Sell
-1,196
Closed -$19K – 1649
2019
Q2 		$19K Buy
1,196
+106
+10% +$1.62K ﹤0.01% 916
2019
Q1 		$17K Buy
1,090
+305
+39% +$4.67K ﹤0.01% 881
2018
Q4 		$10K Buy
785
+497
+173% +$9.02K ﹤0.01% 971
2018
Q3 		$6K Hold
288
– – ﹤0.01% 1186
2018
Q2 		$5K Sell
288
-100
-26% -$1.96K ﹤0.01% 1203
2018
Q1 		$7K Buy
+388
New +$7.65K ﹤0.01% 1074

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Global Retirement Partners's LBRT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Liberty Energy (LBRT) in Q2 2026: 112 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #3877 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LBRT as recently as Q4 2025.

Global Retirement Partners first reported a position in LBRT in Q1 2018 and has held it in 19 quarters since. The position peaked at $19K in Q2 2019. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Global Retirement Partners held 112 shares of Liberty Energy worth $2.93K as of Q2 2026.
  • Liberty Energy was a new Global Retirement Partners position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3877 holding.
  • Global Retirement Partners first reported a position in Liberty Energy in Q1 2018 and has held it in 19 quarters since.
  • Global Retirement Partners's Liberty Energy position peaked at $19K in Q2 2019.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.