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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Global Retirement Partners sold out of Xeris Biopharma Holdings (XERS) in Q4 2025, closing a stake of 300 shares — an estimated $2.44K sold.

Global Retirement Partners first reported a position in XERS in Q1 2023 and held it in 10 quarters. The position peaked at $3.77K in Q4 2024. 225 funds tracked by Wall St. Rank hold XERS as of Q4 2025.

  • Global Retirement Partners reported no remaining Xeris Biopharma Holdings position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 300 Xeris Biopharma Holdings shares in Q4 2025, an estimated $2.44K.
  • Global Retirement Partners first reported a position in Xeris Biopharma Holdings in Q1 2023 and held it in 10 quarters.
  • Global Retirement Partners's Xeris Biopharma Holdings position peaked at $3.77K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q4 2025.

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