Global Retirement Partners’s VanEck Digital Native Economy ETF GENZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-179	Closed	-$6.89K	–	3372
2023 Q3	$6.89K	Hold	179	–	–	﹤0.01%	2092
2023 Q2	$8.01K	Hold	179	–	–	﹤0.01%	2043
2023 Q1	$8.14K	Hold	179	–	–	﹤0.01%	1990
2022 Q4	$6.91K	Hold	179	–	–	﹤0.01%	1913
2022 Q3	$6K	Hold	179	–	–	﹤0.01%	1841
2022 Q2	$6K	Hold	179	–	–	﹤0.01%	1806
2022 Q1	$6K	Buy	+179	New	+$7.42K	﹤0.01%	1811
2021 Q4	–	Sell	-372	Closed	-$18K	–	396
2021 Q3	$18K	Hold	372	–	–	﹤0.01%	1234
2021 Q2	$20K	Hold	372	–	–	﹤0.01%	1183
2021 Q1	$20K	Buy	+372	New	+$19K	﹤0.01%	1102

Other funds holding GENZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Global Retirement Partners's GENZ Position: Q4 2023 in Review

Global Retirement Partners sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2023, closing a stake of 179 shares — an estimated $6.89K sold.

Global Retirement Partners first reported a position in GENZ in Q1 2021 and held it in 10 quarters. The position peaked at $20K in Q2 2021. 35 funds tracked by Wall St. Rank hold GENZ as of Q4 2023.

Global Retirement Partners reported no remaining VanEck Digital Native Economy ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 179 VanEck Digital Native Economy ETF shares in Q4 2023, an estimated $6.89K.
Global Retirement Partners first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 10 quarters.
Global Retirement Partners's VanEck Digital Native Economy ETF position peaked at $20K in Q2 2021.
35 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.