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
2025 Q4	$34.5K	Buy	+1,589	New	+$34.2K	﹤0.01%	2579

Other funds holding PEO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

IFO

Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Adams Natural Resources Fund (PEO) in Q4 2025: 1,589 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #2579 among its holdings.

86 funds tracked by Wall St. Rank hold PEO as of Q4 2025.

Global Retirement Partners held 1,589 shares of Adams Natural Resources Fund worth $34.5K as of Q4 2025.
Adams Natural Resources Fund was a new Global Retirement Partners position in Q4 2025.
Adams Natural Resources Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2579 holding.
86 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q4 2025.

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