Global Retirement Partners’s Viper Energy VNOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12.2K	Sell	316 -172	-35%	-$6.51K	﹤0.01%	3081
2025 Q3	$18.7K	Buy	488 +19	+4%	+$724	﹤0.01%	2436
2025 Q2	$17.9K	Buy	+469	New	+$19K	﹤0.01%	2344
2024 Q4	$11.9K	Buy	243 +8	+3%	+$412	﹤0.01%	2328
2024 Q3	$10.6K	Buy	235 +3	+1%	+$132	﹤0.01%	2278
2024 Q2	$8.71K	Hold	232	–	–	﹤0.01%	2374
2024 Q1	$8.92K	Hold	232	–	–	﹤0.01%	2172
2023 Q4	$7.12K	Buy	232 +160	+222%	+$4.75K	﹤0.01%	2193
2023 Q3	$1.96K	Hold	72	–	–	﹤0.01%	2547
2023 Q2	$1.93K	Sell	72 -83	-54%	-$2.27K	﹤0.01%	2563
2023 Q1	$4.25K	Sell	155 -188	-55%	-$5.64K	﹤0.01%	2222
2022 Q4	$10.9K	Buy	343 +4	+1%	+$129	﹤0.01%	1746
2022 Q3	$11K	Buy	+339	New	+$9.88K	﹤0.01%	1664
2018 Q4	–	Sell	-400	Closed	-$17K	–	1571
2018 Q3	$17K	Buy	400 +300	+300%	+$11K	﹤0.01%	881
2018 Q2	$3K	Sell	100 -200	-67%	-$5.84K	﹤0.01%	1338
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	1038
2017 Q4	$7K	Buy	+300	New	+$6.08K	﹤0.01%	1035

Other funds holding VNOM

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Geode Capital Management

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