GRP
BTX

Global Retirement Partners’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Global Retirement Partners’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$176K Buy
+26,661
New +$179K ﹤0.01% 1547

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Global Retirement Partners opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q4 2025: 26,661 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings.

97 funds tracked by Wall St. Rank hold BTX as of Q4 2025.

  • Global Retirement Partners held 26,661 shares of BlackRock Technology and Private Equity Term Trust worth $176K as of Q4 2025.
  • BlackRock Technology and Private Equity Term Trust was a new Global Retirement Partners position in Q4 2025.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1547 holding.
  • 97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q4 2025.

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