GRP
NVEE

Global Retirement Partners’s NV5 Global NVEE Stock Holding History

Global Retirement Partners’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-118
Closed -$2.73K – 3972
2025
Q2 		$2.73K Buy
+118
New +$2.36K ﹤0.01% 3129
2024
Q4 		$2.77K Sell
147
-17
-10% -$373 ﹤0.01% 2951
2024
Q3 		$3.83K Buy
164
+8
+5% +$190 ﹤0.01% 2682
2024
Q2 		$3.63K Buy
+156
New +$3.64K ﹤0.01% 2753
2023
Q1 		– Sell
-12
Closed -$397 – 3299
2022
Q4 		$397 Hold
12
– – ﹤0.01% 2807
2022
Q3 		$0 Hold
12
– – ﹤0.01% 2885
2022
Q2 		$0 Buy
+12
New +$360 ﹤0.01% 2819

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Retirement Partners's NVEE Position: Q3 2025 in Review

Global Retirement Partners sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 118 shares — an estimated $2.73K sold.

Global Retirement Partners first reported a position in NVEE in Q2 2022 and held it in 7 quarters. The position peaked at $3.83K in Q3 2024. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Global Retirement Partners reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 118 NV5 Global shares in Q3 2025, an estimated $2.73K.
  • Global Retirement Partners first reported a position in NV5 Global in Q2 2022 and held it in 7 quarters.
  • Global Retirement Partners's NV5 Global position peaked at $3.83K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.