Global Retirement Partners’s Vitesse Energy VTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$11.3K	Buy	589 +96	+19%	+$2.05K	﹤0.01%	3107
2025 Q3	$11.5K	Sell	493 -95	-16%	-$2.33K	﹤0.01%	2640
2025 Q2	$13K	Buy	+588	New	+$12.9K	﹤0.01%	2479
2024 Q4	$18.6K	Sell	746 -191	-20%	-$4.99K	﹤0.01%	2123
2024 Q3	$22.5K	Sell	937 -9	-1%	-$222	﹤0.01%	1932
2024 Q2	$22.4K	Hold	946	–	–	﹤0.01%	1924
2024 Q1	$22.4K	Hold	946	–	–	﹤0.01%	1759
2023 Q4	$19.1K	Sell	946 -115	-11%	-$2.65K	﹤0.01%	1779
2023 Q3	$22.3K	Hold	1,061	–	–	﹤0.01%	1604
2023 Q2	$23.8K	Sell	1,061 -139	-12%	-$2.9K	﹤0.01%	1602
2023 Q1	$20.9K	Buy	+1,200	New	+$20.7K	﹤0.01%	1623

Other funds holding VTS

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

GCM

GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Global Retirement Partners increased its Vitesse Energy (VTS) stake by 19% in Q4 2025, buying an estimated $2.05K and bringing the position to 589 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Global Retirement Partners first reported a position in VTS in Q1 2023 and has held it in 11 quarters since. The position peaked at $23.8K in Q2 2023. 238 funds tracked by Wall St. Rank hold VTS as of Q4 2025.

Global Retirement Partners held 589 shares of Vitesse Energy worth $11.3K as of Q4 2025.
Global Retirement Partners bought 96 Vitesse Energy shares in Q4 2025, an estimated $2.05K.
Vitesse Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3107 holding.
Global Retirement Partners first reported a position in Vitesse Energy in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Vitesse Energy position peaked at $23.8K in Q2 2023.
238 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2025.

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