Global Retirement Partners’s NVR NVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$21.9K	Sell	3 -41	-93%	-$307K	﹤0.01%	2829
2025 Q3	$354K	Buy	44 +1	+2%	+$7.95K	0.01%	904
2025 Q2	$318K	Buy	+43	New	+$308K	0.01%	895
2024 Q4	$352K	Sell	43 -1	-2%	-$9.11K	0.01%	743
2024 Q3	$432K	Hold	44	–	–	0.01%	674
2024 Q2	$334K	Buy	44 +2	+5%	+$15.3K	0.01%	708
2024 Q1	$340K	Hold	42	–	–	0.01%	619
2023 Q4	$301K	Hold	42	–	–	0.01%	607
2023 Q3	$249K	Buy	42 +2	+5%	+$12.4K	0.01%	597
2023 Q2	$254K	Hold	40	–	–	0.01%	611
2023 Q1	$236K	Buy	40 +39	+3,900%	+$201K	0.01%	608
2022 Q4	$4.61K	Hold	1	–	–	﹤0.01%	2054
2022 Q3	$4K	Hold	1	–	–	﹤0.01%	2020
2022 Q2	$4K	Hold	1	–	–	﹤0.01%	1979
2022 Q1	$4K	Buy	+1	New	+$5.09K	﹤0.01%	1979
2021 Q4	–	Sell	-4	Closed	-$19K	–	1270
2021 Q3	$19K	Buy	4 +3	+300%	+$15.2K	﹤0.01%	1222
2021 Q2	$5K	Hold	1	–	–	﹤0.01%	1574
2021 Q1	$5K	Hold	1	–	–	﹤0.01%	1478
2020 Q4	$4K	Buy	+1	New	+$4.16K	﹤0.01%	1495

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return