Global Retirement Partners, LLC GLU GABELLI GLOBL UTIL & INCOME

Ownership history in Global Retirement Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported GABELLI GLOBL UTIL & INCOME (GLU) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows GLU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in GABELLI GLOBL UTIL & INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GLU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Retirement Partners, LLC held GLU — position size vs. price
% of Fund (quarterly)    GLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 954 -500 -34.4% 0.00% $18K 2026-08-06 $19.22
2025 Q4 UNCHANGED 1,454 0% 0.00% $28K 2026-02-06 $19.72
2025 Q3 UNCHANGED 1,454 0% 0.00% $26K 2025-10-21 $17.16
2025 Q2 INITIATED 1,454 0.00% $25K 2025-08-12 $16.64

FAQ About Global Retirement Partners, LLC and GLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning GLU?

Global Retirement Partners, LLC reported GLU across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported GLU position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for GLU was 0.00% in 2025 Q2.

What is the latest reported GLU position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 954 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this GLU ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly GLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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