GRP
VGI

Global Retirement Partners’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Global Retirement Partners’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.27K Hold
800
– – ﹤0.01% 3360
2025
Q3 		$6.36K Hold
800
– – ﹤0.01% 2876
2025
Q2 		$6.27K Buy
+800
New +$6.07K ﹤0.01% 2809
2024
Q4 		$6.11K Hold
800
– – ﹤0.01% 2595
2024
Q3 		$6.48K Buy
+800
New +$6.25K ﹤0.01% 2453

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Global Retirement Partners held its Virtus Global Multi-Sector Income Fund (VGI) position steady in Q4 2025 at 800 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Global Retirement Partners first reported a position in VGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.48K in Q3 2024. 36 funds tracked by Wall St. Rank hold VGI as of Q4 2025.

  • Global Retirement Partners held 800 shares of Virtus Global Multi-Sector Income Fund worth $6.27K as of Q4 2025.
  • Global Retirement Partners left its Virtus Global Multi-Sector Income Fund share count unchanged in Q4 2025.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3360 holding.
  • Global Retirement Partners first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Virtus Global Multi-Sector Income Fund position peaked at $6.48K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q4 2025.

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