GRP
PHLT

Global Retirement Partners’s Performant Healthcare Inc PHLT Stock Holding History

Global Retirement Partners’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,250
Closed -$63.8K – 4463
2025
Q3 		$63.8K Hold
8,250
– – ﹤0.01% 1766
2025
Q2 		$33K Buy
+8,250
New +$23.4K ﹤0.01% 2006
2024
Q4 		$24.9K Buy
8,250
+5,000
+154% +$17.2K ﹤0.01% 1971
2024
Q3 		$12.2K Sell
3,250
-4,100
-56% -$14K ﹤0.01% 2208
2024
Q2 		$21.3K Hold
7,350
– – ﹤0.01% 1952
2024
Q1 		$21.6K Hold
7,350
– – ﹤0.01% 1773
2023
Q4 		$20.1K Hold
7,350
– – ﹤0.01% 1755
2023
Q3 		$16.9K Hold
7,350
– – ﹤0.01% 1717
2023
Q2 		$19.8K Hold
7,350
– – ﹤0.01% 1670
2023
Q1 		$21.9K Buy
7,350
+600
+9% +$1.96K ﹤0.01% 1601
2022
Q4 		$24.4K Hold
6,750
– – ﹤0.01% 1403
2022
Q3 		$16K Sell
6,750
-250
-4% -$581 ﹤0.01% 1497
2022
Q2 		$18K Hold
7,000
– – ﹤0.01% 1402
2022
Q1 		$15K Buy
+7,000
New +$16.5K ﹤0.01% 1476

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Global Retirement Partners sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 8,250 shares — an estimated $63.8K sold.

Global Retirement Partners first reported a position in PHLT in Q1 2022 and held it in 14 quarters. The position peaked at $63.8K in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Global Retirement Partners reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 8,250 Performant Healthcare Inc shares in Q4 2025, an estimated $63.8K.
  • Global Retirement Partners first reported a position in Performant Healthcare Inc in Q1 2022 and held it in 14 quarters.
  • Global Retirement Partners's Performant Healthcare Inc position peaked at $63.8K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

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