GRP
TBLU

Global Retirement Partners’s Tortoise Global Water ETF TBLU Stock Holding History

Global Retirement Partners’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.4K Sell
303
-303
-50% -$16K ﹤0.01% 2985
2025
Q3 		$32.3K Buy
606
+503
+488% +$27K ﹤0.01% 2145
2025
Q2 		$5.44K Buy
+103
New +$5.14K ﹤0.01% 2879
2024
Q2 		– Sell
-50
Closed -$2.34K – 3660
2024
Q1 		$2.34K Hold
50
– – ﹤0.01% 2689
2023
Q4 		$2.13K Hold
50
– – ﹤0.01% 2647
2023
Q3 		$1.87K Hold
50
– – ﹤0.01% 2563
2023
Q2 		$2.06K Hold
50
– – ﹤0.01% 2541
2023
Q1 		$1.99K Hold
50
– – ﹤0.01% 2510
2022
Q4 		$1.84K Hold
50
– – ﹤0.01% 2390
2022
Q3 		$2K Hold
50
– – ﹤0.01% 2337
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2304
2022
Q1 		$2K Buy
+50
New +$2.19K ﹤0.01% 2270

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

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

Global Retirement Partners reduced its Tortoise Global Water ETF (TBLU) stake by 50% in Q4 2025, selling an estimated $16K and leaving 303 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Global Retirement Partners first reported a position in TBLU in Q1 2022 and has held it in 12 quarters since. The position peaked at $32.3K in Q3 2025. 41 funds tracked by Wall St. Rank hold TBLU as of Q4 2025.

  • Global Retirement Partners held 303 shares of Tortoise Global Water ETF worth $15.4K as of Q4 2025.
  • Global Retirement Partners sold 303 Tortoise Global Water ETF shares in Q4 2025, an estimated $16K.
  • Tortoise Global Water ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2985 holding.
  • Global Retirement Partners first reported a position in Tortoise Global Water ETF in Q1 2022 and has held it in 12 quarters since.
  • Global Retirement Partners's Tortoise Global Water ETF position peaked at $32.3K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q4 2025.

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