Global Retirement Partners’s GeoVax Labs GOVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$65	–	3708
2024 Q3	$65	Hold	1	–	–	﹤0.01%	3429
2024 Q2	$86	Hold	1	–	–	﹤0.01%	3463
2024 Q1	$54	Hold	1	–	–	﹤0.01%	3325
2023 Q4	$133	Hold	1	–	–	﹤0.01%	3258
2023 Q3	$217	Hold	1	–	–	﹤0.01%	3100
2023 Q2	$221	Hold	1	–	–	﹤0.01%	3088
2023 Q1	$241	Buy	+1	New	+$281	﹤0.01%	3070

Other funds holding GOVX

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SSG

Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return

Global Retirement Partners's GOVX Position: Q4 2024 in Review

Global Retirement Partners sold out of GeoVax Labs (GOVX) in Q4 2024, closing a stake of 1 share — an estimated $65 sold.

Global Retirement Partners first reported a position in GOVX in Q1 2023 and held it in 7 quarters. The position peaked at $241 in Q1 2023. 16 funds tracked by Wall St. Rank hold GOVX as of Q4 2024.

Global Retirement Partners reported no remaining GeoVax Labs position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 1 GeoVax Labs share in Q4 2024, an estimated $65.
Global Retirement Partners first reported a position in GeoVax Labs in Q1 2023 and held it in 7 quarters.
Global Retirement Partners's GeoVax Labs position peaked at $241 in Q1 2023.
16 funds tracked by Wall St. Rank held GeoVax Labs as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.