Global Retirement Partners’s Xeris Biopharma Holdings XERS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38K	Buy	+300	New	+$1.92K	﹤0.01%	3949
2025 Q4	–	Sell	-300	Closed	-$2.44K	–	4436
2025 Q3	$2.44K	Sell	300 -400	-57%	-$2.66K	﹤0.01%	3249
2025 Q2	$3.27K	Buy	+700	New	+$3.21K	﹤0.01%	3061
2024 Q4	$3.77K	Hold	1,113	–	–	﹤0.01%	2821
2024 Q3	$3.17K	Buy	1,113 +700	+169%	+$1.8K	﹤0.01%	2761
2024 Q2	$929	Hold	413	–	–	﹤0.01%	3187
2024 Q1	$913	Hold	413	–	–	﹤0.01%	3000
2023 Q4	$1.09K	Hold	413	–	–	﹤0.01%	2874
2023 Q3	$694	Hold	413	–	–	﹤0.01%	2869
2023 Q2	$1.08K	Hold	413	–	–	﹤0.01%	2761
2023 Q1	$954	Buy	+413	New	+$517	﹤0.01%	2747

Other funds holding XERS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 300 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #3949 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XERS as recently as Q3 2025.

Global Retirement Partners first reported a position in XERS in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.77K in Q4 2024. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

Global Retirement Partners held 300 shares of Xeris Biopharma Holdings worth $2.38K as of Q2 2026.
Xeris Biopharma Holdings was a new Global Retirement Partners position in Q2 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3949 holding.
Global Retirement Partners first reported a position in Xeris Biopharma Holdings in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Xeris Biopharma Holdings position peaked at $3.77K in Q4 2024.
240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

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