Global Retirement Partners
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Global Retirement Partners’s Adams Natural Resources Fund PEO Stock Holding History

Global Retirement Partners’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.4K Buy
+3,941
New +$102K ﹤0.01% 2090
2025
Q4 		$34.5K Buy
+1,589
New +$34.2K ﹤0.01% 2579

Other funds holding PEO

Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Saba Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Adams Natural Resources Fund (PEO) in Q2 2026: 3,941 shares worth $97.4K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PEO as recently as Q4 2025.

Global Retirement Partners first reported a position in PEO in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Global Retirement Partners held 3,941 shares of Adams Natural Resources Fund worth $97.4K as of Q2 2026.
  • Adams Natural Resources Fund was a new Global Retirement Partners position in Q2 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2090 holding.
  • Global Retirement Partners first reported a position in Adams Natural Resources Fund in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

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