Global Retirement Partners’s RUM Group Inc RUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,500	Closed	-$61.5K	–	4390
2025 Q3	$61.5K	Hold	8,500	–	–	﹤0.01%	1786
2025 Q2	$76.3K	Buy	+8,500	New	+$72.7K	﹤0.01%	1555
2024 Q4	$78.1K	Buy	+6,000	New	+$42.7K	﹤0.01%	1393
2024 Q3	–	Sell	-7,000	Closed	-$38.9K	–	3622
2024 Q2	$38.9K	Buy	7,000 +1,000	+17%	+$6.44K	﹤0.01%	1672
2024 Q1	$48.5K	Buy	6,000 +5,500	+1,100%	+$35.5K	﹤0.01%	1431
2023 Q4	$1.96K	Sell	500 -500	-50%	-$2.44K	﹤0.01%	2684
2023 Q3	$5.2K	Buy	1,000 +971	+3,348%	+$7.25K	﹤0.01%	2180
2023 Q2	$259	Hold	29	–	–	﹤0.01%	3071
2023 Q1	$251	Sell	29 -771	-96%	-$6.95K	﹤0.01%	3066
2022 Q4	$4.76K	Buy	+800	New	+$7.67K	﹤0.01%	2043

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Global Retirement Partners sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 8,500 shares — an estimated $61.5K sold.

Global Retirement Partners first reported a position in RUM in Q4 2022 and held it in 10 quarters. The position peaked at $78.1K in Q4 2024. 214 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

Global Retirement Partners reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 8,500 RUM Group Inc shares in Q4 2025, an estimated $61.5K.
Global Retirement Partners first reported a position in RUM Group Inc in Q4 2022 and held it in 10 quarters.
Global Retirement Partners's RUM Group Inc position peaked at $78.1K in Q4 2024.
214 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

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