Global Retirement Partners’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Buy	+1,803	New	+$150K	﹤0.01%	1774
2025 Q4	$164K	Buy	1,867 +1,796	+2,530%	+$148K	﹤0.01%	1589
2025 Q3	$5.04K	Buy	71 +33	+87%	+$2.33K	﹤0.01%	2974
2025 Q2	$2.74K	Buy	+38	New	+$2.5K	﹤0.01%	3123
2024 Q4	$2.81K	Hold	38	–	–	﹤0.01%	2943
2024 Q3	$3.74K	Hold	38	–	–	﹤0.01%	2694
2024 Q2	$2.8K	Sell	38 -36	-49%	-$2.75K	﹤0.01%	2842
2024 Q1	$5.81K	Sell	74 -19	-20%	-$1.48K	﹤0.01%	2337
2023 Q4	$7.01K	Buy	93 +35	+60%	+$2.34K	﹤0.01%	2200
2023 Q3	$3.7K	Buy	58 +38	+190%	+$2.35K	﹤0.01%	2299
2023 Q2	$1.13K	Sell	20 -3	-13%	-$148	﹤0.01%	2746
2023 Q1	$984	Buy	+23	New	+$1.17K	﹤0.01%	2739
2022 Q2	–	Sell	-9	Closed	-$1K	–	2840
2022 Q1	$1K	Buy	+9	New	+$448	﹤0.01%	2483

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Global Retirement Partners opened a new position in ePlus (PLUS) in Q2 2026: 1,803 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PLUS as recently as Q4 2025.

Global Retirement Partners first reported a position in PLUS in Q1 2022 and has held it in 13 quarters since. The position peaked at $164K in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Global Retirement Partners held 1,803 shares of ePlus worth $150K as of Q2 2026.
ePlus was a new Global Retirement Partners position in Q2 2026.
ePlus made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1774 holding.
Global Retirement Partners first reported a position in ePlus in Q1 2022 and has held it in 13 quarters since.
Global Retirement Partners's ePlus position peaked at $164K in Q4 2025.
289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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