GRP
LGCY

Global Retirement Partners’s Legacy Education Inc LGCY Stock Holding History

Global Retirement Partners’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,990
Closed -$33.4K – 4052
2025
Q2 		$33.4K Buy
+2,990
New +$24.5K ﹤0.01% 1996

Other funds holding LGCY

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's LGCY Position: Q3 2025 in Review

Global Retirement Partners sold out of Legacy Education Inc (LGCY) in Q3 2025, closing a stake of 2,990 shares — an estimated $33.4K sold.

Global Retirement Partners first reported a position in LGCY in Q2 2025 and held it in 1 quarter. The position peaked at $33.4K in Q2 2025. 42 funds tracked by Wall St. Rank hold LGCY as of Q3 2025.

  • Global Retirement Partners reported no remaining Legacy Education Inc position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,990 Legacy Education Inc shares in Q3 2025, an estimated $33.4K.
  • Global Retirement Partners first reported a position in Legacy Education Inc in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's Legacy Education Inc position peaked at $33.4K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Legacy Education Inc as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.