Global Retirement Partners’s Innventure Inc INV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.3K	Buy	+310	New	+$1.3K	﹤0.01%	3833

Other funds holding INV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Innventure Inc (INV) in Q4 2025: 310 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #3833 among its holdings.

84 funds tracked by Wall St. Rank hold INV as of Q4 2025.

Global Retirement Partners held 310 shares of Innventure Inc worth $1.3K as of Q4 2025.
Innventure Inc was a new Global Retirement Partners position in Q4 2025.
Innventure Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3833 holding.
84 funds tracked by Wall St. Rank held Innventure Inc as of Q4 2025.

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