Global Retirement Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$19.4K	Hold	236	–	–	﹤0.01%	2881
2025 Q3	$19.7K	Hold	236	–	–	﹤0.01%	2407
2025 Q2	$18.7K	Buy	+236	New	+$17.2K	﹤0.01%	2325
2024 Q4	$17.8K	Sell	236 -12	-5%	-$908	﹤0.01%	2153
2024 Q3	$18.1K	Sell	248 -7	-3%	-$493	﹤0.01%	2043
2024 Q2	$17.8K	Hold	255	–	–	﹤0.01%	2046
2024 Q1	$17.1K	Sell	255 -27	-10%	-$1.73K	﹤0.01%	1879
2023 Q4	$17K	Sell	282 -12	-4%	-$663	﹤0.01%	1836
2023 Q3	$15.2K	Sell	294 -38	-11%	-$2.06K	﹤0.01%	1773
2023 Q2	$18K	Hold	332	–	–	﹤0.01%	1708
2023 Q1	$15.8K	Hold	332	–	–	﹤0.01%	1740
2022 Q4	$13.6K	Buy	+332	New	+$13.9K	﹤0.01%	1645

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Global Retirement Partners's LRGE Position: Q4 2025 in Review

Global Retirement Partners held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q4 2025 at 236 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Global Retirement Partners first reported a position in LRGE in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.7K in Q3 2025. 83 funds tracked by Wall St. Rank hold LRGE as of Q4 2025.

Global Retirement Partners held 236 shares of ClearBridge Large Cap Growth Select ETF worth $19.4K as of Q4 2025.
Global Retirement Partners left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q4 2025.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2881 holding.
Global Retirement Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2022 and has held it in 12 quarters since.
Global Retirement Partners's ClearBridge Large Cap Growth Select ETF position peaked at $19.7K in Q3 2025.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.