Global Retirement Partners, LLC
PensionPosition in CAI — Caris Life Sciences, Inc.
CIK 1749744
San Rafael, CA
Position in CAI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,882
-$22,098 QoQ
Shares Held
274
-72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 246 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $14,343,759 across 169 Biotechnology names. CAI ranks #89 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAZZ |
Jazz Pharmaceuticals plc
|
9,302 | $2,241,502 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,925 | $1,949,665 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,564 | $975,216 | |
| 4 | GNLX |
GENELUX Corp
|
227,854 | $685,840 | |
| 5 | ARGX |
Argenx SE
|
710 | $658,716 | |
| 6 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
1,893 | $569,849 | |
| 7 | EXEL |
Exelixis, Inc.
|
10,310 | $560,967 | |
| 8 | HALO |
Halozyme Therapeutics, Inc.
|
6,078 | $475,725 |
All Filings in CAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,882 | 274 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $26,980 | 1,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30 | 1 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||