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 Q2	$422K	Sell	9,050 -250	-3%	-$11.8K	0.11%	151
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 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Effects's GLP Position: Q2 2026 in Review

Wealth Effects reduced its Global Partners (GLP) stake by 2.7% in Q2 2026, selling an estimated $11.8K and leaving 9,050 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #151.

Wealth Effects first reported a position in GLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $480K in Q1 2025. 115 funds tracked by Wall St. Rank hold GLP as of Q2 2026.

Wealth Effects held 9,050 shares of Global Partners worth $422K as of Q2 2026.
Wealth Effects sold 250 Global Partners shares in Q2 2026, an estimated $11.8K.
Global Partners made up 0.11% of Wealth Effects's portfolio in Q2 2026, its #151 holding.
Wealth Effects first reported a position in Global Partners in Q1 2022 and has held it in 18 quarters since.
Wealth Effects's Global Partners position peaked at $480K in Q1 2025.
115 funds tracked by Wall St. Rank held Global Partners as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.