Global Retirement Partners’s Codexis CDXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$571	Hold	350	–	–	﹤0.01%	3976
2025 Q3	$854	Hold	350	–	–	﹤0.01%	3558
2025 Q2	$854	Buy	+350	New	+$821	﹤0.01%	3476
2024 Q4	$1.67K	Hold	350	–	–	﹤0.01%	3139
2024 Q3	$1.08K	Hold	350	–	–	﹤0.01%	3126
2024 Q2	$1.08K	Hold	350	–	–	﹤0.01%	3139
2024 Q1	$1.22K	Hold	350	–	–	﹤0.01%	2917
2023 Q4	$949	Hold	350	–	–	﹤0.01%	2916
2023 Q3	$707	Hold	350	–	–	﹤0.01%	2864
2023 Q2	$980	Hold	350	–	–	﹤0.01%	2793
2023 Q1	$1.43K	Hold	350	–	–	﹤0.01%	2611
2022 Q4	$1.63K	Sell	350 -350	-50%	-$1.92K	﹤0.01%	2432
2022 Q3	$4K	Hold	700	–	–	﹤0.01%	1981
2022 Q2	$7K	Hold	700	–	–	﹤0.01%	1762
2022 Q1	$7K	Buy	+700	New	+$14.5K	﹤0.01%	1754
2021 Q4	–	Sell	-700	Closed	-$16K	–	470
2021 Q3	$16K	Hold	700	–	–	﹤0.01%	1270
2021 Q2	$16K	Hold	700	–	–	﹤0.01%	1246
2021 Q1	$16K	Hold	700	–	–	﹤0.01%	1163
2020 Q4	$15K	Sell	700 -25	-3%	-$411	﹤0.01%	1132
2020 Q3	$9K	Hold	725	–	–	﹤0.01%	1161
2020 Q2	$8K	Hold	725	–	–	﹤0.01%	1159
2020 Q1	$8K	Hold	725	–	–	﹤0.01%	1081
2019 Q4	$12K	Sell	725 -80	-10%	-$1.18K	﹤0.01%	1105
2019 Q3	$11K	Hold	805	–	–	﹤0.01%	1091
2019 Q2	$15K	Hold	805	–	–	﹤0.01%	1000
2019 Q1	$17K	Hold	805	–	–	﹤0.01%	873
2018 Q4	$13K	Sell	805 -195	-20%	-$3.37K	﹤0.01%	881
2018 Q3	$17K	Hold	1,000	–	–	﹤0.01%	865
2018 Q2	$14K	Buy	+1,000	New	+$13K	﹤0.01%	898

Other funds holding CDXS

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Global Retirement Partners held its Codexis (CDXS) position steady in Q4 2025 at 350 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #3976.

Global Retirement Partners first reported a position in CDXS in Q2 2018 and has held it in 29 quarters since. The position peaked at $17K in Q1 2019. 124 funds tracked by Wall St. Rank hold CDXS as of Q4 2025.

Global Retirement Partners held 350 shares of Codexis worth $571 as of Q4 2025.
Global Retirement Partners left its Codexis share count unchanged in Q4 2025.
Codexis made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3976 holding.
Global Retirement Partners first reported a position in Codexis in Q2 2018 and has held it in 29 quarters since.
Global Retirement Partners's Codexis position peaked at $17K in Q1 2019.
124 funds tracked by Wall St. Rank held Codexis as of Q4 2025.

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