Wealth Effects’s Global Partners GLP Stock Holding History

Wealth Effects’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 Q1	$392K	Buy	9,300 +300	+3%	+$13.9K	0.14%	135
2025 Q4	$377K	Hold	9,000	–	–	0.12%	131
2025 Q3	$432K	Hold	9,000	–	–	0.14%	122
2025 Q2	$475K	Hold	9,000	–	–	0.18%	104
2025 Q1	$480K	Hold	9,000	–	–	0.2%	100
2024 Q4	$419K	Hold	9,000	–	–	0.15%	123
2024 Q3	$419K	Sell	9,000 -175	-2%	-$7.42K	0.15%	124
2024 Q2	$419K	Sell	9,175 -170	-2%	-$7.85K	0.15%	120
2024 Q1	$415K	Sell	9,345 -420	-4%	-$19.1K	0.15%	123
2023 Q4	$413K	Sell	9,765 -745	-7%	-$25.6K	0.16%	127
2023 Q3	$371K	Buy	10,510 +170	+2%	+$5.45K	0.18%	112
2023 Q2	$318K	Hold	10,340	–	–	0.14%	128
2023 Q1	$321K	Buy	10,340 +40	+0.4%	+$1.35K	0.16%	132
2022 Q4	$358K	Buy	10,300 +1,300	+14%	+$40.2K	0.2%	114
2022 Q3	$223K	Hold	9,000	–	–	0.14%	150
2022 Q2	$212K	Hold	9,000	–	–	0.13%	159
2022 Q1	$245K	Buy	+9,000	New	+$237K	0.11%	162

Other funds holding GLP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

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

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return