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Global Retirement Partners’s Innovex International INVX Stock Holding History

Global Retirement Partners’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
+4,916
New +$134K ﹤0.01% 1930
2025
Q4 		$103K Buy
+4,694
New +$98K ﹤0.01% 1894
2024
Q2 		– Sell
-51
Closed -$1.15K – 3659
2024
Q1 		$1.15K Buy
51
+45
+750% +$984 ﹤0.01% 2936
2023
Q4 		$124 Buy
+6
New +$141 ﹤0.01% 3263

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Innovex International (INVX) in Q2 2026: 4,916 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in INVX as recently as Q4 2025.

Global Retirement Partners first reported a position in INVX in Q4 2023 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Global Retirement Partners held 4,916 shares of Innovex International worth $122K as of Q2 2026.
  • Innovex International was a new Global Retirement Partners position in Q2 2026.
  • Innovex International made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1930 holding.
  • Global Retirement Partners first reported a position in Innovex International in Q4 2023 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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