Global Retirement Partners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$49.3K	Hold	600	–	–	﹤0.01%	2365
2025 Q3	$41.9K	Hold	600	–	–	﹤0.01%	1997
2025 Q2	$38.5K	Buy	+600	New	+$37.2K	﹤0.01%	1921
2024 Q4	$39.9K	Hold	600	–	–	﹤0.01%	1735
2024 Q3	$41.9K	Hold	600	–	–	﹤0.01%	1645
2024 Q2	$38.9K	Hold	600	–	–	﹤0.01%	1671
2024 Q1	$38.8K	Hold	600	–	–	﹤0.01%	1513
2023 Q4	$38.9K	Buy	+600	New	+$34.9K	﹤0.01%	1478

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Global Retirement Partners held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q4 2025 at 600 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Global Retirement Partners first reported a position in PBE in Q4 2023 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold PBE as of Q4 2025.

Global Retirement Partners held 600 shares of Invesco Biotechnology & Genome ETF worth $49.3K as of Q4 2025.
Global Retirement Partners left its Invesco Biotechnology & Genome ETF share count unchanged in Q4 2025.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2365 holding.
Global Retirement Partners first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and has held it in 8 quarters since.
108 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2025.

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