Global Retirement Partners’s VanEck Biotech ETF BBH Stock Holding History

Global Retirement Partners’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$29.2K	Buy	154 +30	+24%	+$5.55K	﹤0.01%	2683
2025 Q3	$20.5K	Hold	124	–	–	﹤0.01%	2387
2025 Q2	$19K	Buy	+124	New	+$18.5K	﹤0.01%	2319
2024 Q4	$19.4K	Buy	124 +1	+0.8%	+$168	﹤0.01%	2104
2024 Q3	$21.8K	Hold	123	–	–	﹤0.01%	1948
2024 Q2	$20.7K	Hold	123	–	–	﹤0.01%	1962
2024 Q1	$20.5K	Hold	123	–	–	﹤0.01%	1805
2023 Q4	$20.6K	Buy	+123	New	+$18.9K	﹤0.01%	1744
2019 Q3	–	Sell	-50	Closed	-$6K	–	1600
2019 Q2	$6K	Buy	50 +3	+6%	+$370	﹤0.01%	1230
2019 Q1	$6K	Hold	47	–	–	﹤0.01%	1181
2018 Q4	$5K	Hold	47	–	–	﹤0.01%	1144
2018 Q3	$6K	Hold	47	–	–	﹤0.01%	1164
2018 Q2	$6K	Buy	+47	New	+$5.54K	﹤0.01%	1131

Other funds holding BBH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Global Retirement Partners's BBH Position: Q4 2025 in Review

Global Retirement Partners increased its VanEck Biotech ETF (BBH) stake by 24% in Q4 2025, buying an estimated $5.55K and bringing the position to 154 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Global Retirement Partners first reported a position in BBH in Q2 2018 and has held it in 13 quarters since. 111 funds tracked by Wall St. Rank hold BBH as of Q4 2025.

Global Retirement Partners held 154 shares of VanEck Biotech ETF worth $29.2K as of Q4 2025.
Global Retirement Partners bought 30 VanEck Biotech ETF shares in Q4 2025, an estimated $5.55K.
VanEck Biotech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2683 holding.
Global Retirement Partners first reported a position in VanEck Biotech ETF in Q2 2018 and has held it in 13 quarters since.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.