Global Retirement Partners’s Halozyme HALO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$138K	Buy	2,046 +633	+45%	+$42.6K	﹤0.01%	1701
2025 Q3	$104K	Buy	1,413 +251	+22%	+$16.7K	﹤0.01%	1494
2025 Q2	$60.4K	Buy	+1,162	New	+$66.1K	﹤0.01%	1669
2024 Q4	$13K	Sell	271 -481	-64%	-$24.7K	﹤0.01%	2297
2024 Q3	$43K	Buy	752 +377	+101%	+$21.6K	﹤0.01%	1626
2024 Q2	$19.6K	Buy	375 +305	+436%	+$13.4K	﹤0.01%	1990
2024 Q1	$2.85K	Sell	70 -6	-8%	-$225	﹤0.01%	2614
2023 Q4	$2.76K	Buy	76 +17	+29%	+$640	﹤0.01%	2549
2023 Q3	$2.2K	Hold	59	–	–	﹤0.01%	2507
2023 Q2	$2.13K	Buy	59 +37	+168%	+$1.26K	﹤0.01%	2531
2023 Q1	$713	Buy	22 +7	+47%	+$328	﹤0.01%	2828
2022 Q4	$854	Hold	15	–	–	﹤0.01%	2644
2022 Q3	$1K	Buy	15 +2	+15%	+$88	﹤0.01%	2470
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	2445
2022 Q1	$1K	Buy	+13	New	+$463	﹤0.01%	2403

Other funds holding HALO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

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

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

Geode Capital Management

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

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return