GRP
SPE

Global Retirement Partners’s Special Opportunities Fund SPE Stock Holding History

Global Retirement Partners’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$49.7K Sell
3,383
-82
-2% -$1.2K ﹤0.01% 2359
2025
Q3 		$51.3K Buy
3,465
+72
+2% +$1.07K ﹤0.01% 1874
2025
Q2 		$50.2K Buy
+3,393
New +$48K ﹤0.01% 1768
2024
Q4 		$45.4K Buy
+3,248
New +$45.8K ﹤0.01% 1660
2017
Q4 		– Sell
-1,773
Closed -$27K – 1463
2017
Q3 		$27K Buy
+1,773
New +$26.1K 0.01% 573

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Global Retirement Partners reduced its Special Opportunities Fund (SPE) stake by 2.4% in Q4 2025, selling an estimated $1.2K and leaving 3,383 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Global Retirement Partners first reported a position in SPE in Q3 2017 and has held it in 5 quarters since. The position peaked at $51.3K in Q3 2025. 44 funds tracked by Wall St. Rank hold SPE as of Q4 2025.

  • Global Retirement Partners held 3,383 shares of Special Opportunities Fund worth $49.7K as of Q4 2025.
  • Global Retirement Partners sold 82 Special Opportunities Fund shares in Q4 2025, an estimated $1.2K.
  • Special Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2359 holding.
  • Global Retirement Partners first reported a position in Special Opportunities Fund in Q3 2017 and has held it in 5 quarters since.
  • Global Retirement Partners's Special Opportunities Fund position peaked at $51.3K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q4 2025.

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