Mission Wealth Management
GLP icon

Mission Wealth Management’s Global Partners GLP Stock Holding History

Mission Wealth Management’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-13,402
Closed -$624K – 886
2026
Q2 		$624K Buy
+13,402
New +$633K 0.01% 607
2025
Q3 		– Sell
-13,402
Closed -$707K – 721
2025
Q2 		$707K Hold
13,402
– – 0.02% 399
2025
Q1 		$715K Hold
13,402
– – 0.02% 374
2024
Q4 		$624K Sell
13,402
-102
-0.8% -$5.06K 0.01% 380
2024
Q3 		$629K Buy
+13,504
New +$572K 0.02% 386

Other funds holding GLP

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
G&S Capital
G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Mission Wealth Management's GLP Position: Q3 2026 in Review

Mission Wealth Management sold out of Global Partners (GLP) in Q3 2026, closing a stake of 13,402 shares — an estimated $624K sold.

Mission Wealth Management first reported a position in GLP in Q3 2024 and held it in 5 quarters. The position peaked at $715K in Q1 2025. 16 funds tracked by Wall St. Rank hold GLP as of Q3 2026.

  • Mission Wealth Management reported no remaining Global Partners position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 13,402 Global Partners shares in Q3 2026, an estimated $624K.
  • Mission Wealth Management first reported a position in Global Partners in Q3 2024 and held it in 5 quarters.
  • Mission Wealth Management's Global Partners position peaked at $715K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Global Partners as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.