Global Retirement Partners’s Simply Good Foods SMPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-269	Closed	-$8.5K	–	4015
2025 Q2	$8.5K	Buy	+269	New	+$9.36K	﹤0.01%	2682
2024 Q4	$2.81K	Sell	72 -44	-38%	-$1.61K	﹤0.01%	2944
2024 Q3	$4.03K	Sell	116 -132	-53%	-$4.47K	﹤0.01%	2668
2024 Q2	$8.96K	Buy	248 +151	+156%	+$5.4K	﹤0.01%	2363
2024 Q1	$3.3K	Sell	97 -8	-8%	-$295	﹤0.01%	2556
2023 Q4	$4.42K	Sell	105 -7	-6%	-$261	﹤0.01%	2368
2023 Q3	$3.81K	Buy	112 +13	+13%	+$468	﹤0.01%	2287
2023 Q2	$3.62K	Buy	99 +48	+94%	+$1.76K	﹤0.01%	2328
2023 Q1	$1.89K	Sell	51 -8	-14%	-$296	﹤0.01%	2525
2022 Q4	$2.24K	Hold	59	–	–	﹤0.01%	2316
2022 Q3	$2K	Sell	59 -19	-24%	-$623	﹤0.01%	2312
2022 Q2	$3K	Buy	78 +8	+11%	+$317	﹤0.01%	2107
2022 Q1	$3K	Buy	+70	New	+$2.61K	﹤0.01%	2102

Other funds holding SMPL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Retirement Partners's SMPL Position: Q3 2025 in Review

Global Retirement Partners sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 269 shares — an estimated $8.5K sold.

Global Retirement Partners first reported a position in SMPL in Q1 2022 and held it in 13 quarters. The position peaked at $8.96K in Q2 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

Global Retirement Partners reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 269 Simply Good Foods shares in Q3 2025, an estimated $8.5K.
Global Retirement Partners first reported a position in Simply Good Foods in Q1 2022 and held it in 13 quarters.
Global Retirement Partners's Simply Good Foods position peaked at $8.96K in Q2 2024.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.