GRP
INV

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
2026
Q2 		$1.57K Buy
+310
New +$1.82K ﹤0.01% 4105
2025
Q4 		$1.3K Buy
+310
New +$1.3K ﹤0.01% 3833

Other funds holding INV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Global Retirement Partners's INV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Innventure Inc (INV) in Q2 2026: 310 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #4105 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in INV as recently as Q4 2025.

Global Retirement Partners first reported a position in INV in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Global Retirement Partners held 310 shares of Innventure Inc worth $1.57K as of Q2 2026.
  • Innventure Inc was a new Global Retirement Partners position in Q2 2026.
  • Innventure Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4105 holding.
  • Global Retirement Partners first reported a position in Innventure Inc in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.