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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

CRGY holding history

Crescent Energy Co in every 13F filed by Global Retirement Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRGY overviewAll 13F holders of CRGYFull Q2 2026 holdings

Shares (Q2 2026)
602
Value
$5.91K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of CRGY by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026602$5.91K<0.1%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 2025717$6.02K<0.1%+318+79.7%AddedHolders
Q3 2025399$3.56K<0.1%+399NewHolders
Q1 2025––––Not filedHolders
Q4 2024152$2.22K<0.1%+152NewHolders
Q2 20240$00.0%−96−100.0%Sold outHolders
Q1 202496$1.14K<0.1%00.0%UnchangedHolders
Q4 202396$1.06K<0.1%+47+95.9%AddedHolders
Q3 202349$537<0.1%00.0%UnchangedHolders
Q2 202349$511<0.1%+49NewHolders
Q4 20220$00.0%−87−100.0%Sold outHolders
Q3 202287$1.00K<0.1%+87NewHolders