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Global Retirement Partners’s Shoals Technologies Group SHLS Stock Holding History

Global Retirement Partners’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.9K Buy
+2,810
New +$25.2K ﹤0.01% 2792
2024
Q2 		– Sell
-439
Closed -$4.91K – 3632
2024
Q1 		$4.91K Sell
439
-245
-36% -$3.37K ﹤0.01% 2403
2023
Q4 		$9.01K Sell
684
-297
-30% -$4.49K ﹤0.01% 2107
2023
Q3 		$16.3K Sell
981
-100
-9% -$2.23K ﹤0.01% 1732
2023
Q2 		$27.6K Buy
1,081
+200
+23% +$4.63K ﹤0.01% 1528
2023
Q1 		$16.3K Buy
881
+229
+35% +$5.65K ﹤0.01% 1724
2022
Q4 		$16.1K Hold
652
– – ﹤0.01% 1566
2022
Q3 		$15K Hold
652
– – ﹤0.01% 1523
2022
Q2 		$11K Hold
652
– – ﹤0.01% 1601
2022
Q1 		$10K Buy
+652
New +$11.3K ﹤0.01% 1633
2021
Q4 		– Sell
-935
Closed -$26K – 1520
2021
Q3 		$26K Buy
935
+74
+9% +$2.3K ﹤0.01% 1125
2021
Q2 		$31K Sell
861
-5
-0.6% -$151 ﹤0.01% 1042
2021
Q1 		$30K Buy
+866
New +$30.7K ﹤0.01% 978

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Shoals Technologies Group (SHLS) in Q4 2025: 2,810 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #2792 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHLS as recently as Q1 2024.

Global Retirement Partners first reported a position in SHLS in Q1 2021 and has held it in 13 quarters since. The position peaked at $31K in Q2 2021. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • Global Retirement Partners held 2,810 shares of Shoals Technologies Group worth $23.9K as of Q4 2025.
  • Shoals Technologies Group was a new Global Retirement Partners position in Q4 2025.
  • Shoals Technologies Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2792 holding.
  • Global Retirement Partners first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 13 quarters since.
  • Global Retirement Partners's Shoals Technologies Group position peaked at $31K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

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