GAMMA Investing’s Root ROOT Stock Holding History

GAMMA Investing’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Buy	194 +58	+43%	+$3.09K	﹤0.01%	3164
2026 Q1	$6.01K	Sell	136 -10	-7%	-$583	﹤0.01%	3298
2025 Q4	$10.5K	Buy	146 +43	+42%	+$3.42K	﹤0.01%	2953
2025 Q3	$9.22K	Buy	103 +12	+13%	+$1.26K	﹤0.01%	2917
2025 Q2	$11.6K	Sell	91 -5	-5%	-$677	﹤0.01%	2735
2025 Q1	$12.8K	Buy	96 +34	+55%	+$3.9K	﹤0.01%	2622
2024 Q4	$4.5K	Buy	62 +19	+44%	+$1.31K	﹤0.01%	2960
2024 Q3	$1.63K	Hold	43	–	–	﹤0.01%	3131
2024 Q2	$2.22K	Hold	43	–	–	﹤0.01%	2853
2024 Q1	$2.63K	Hold	43	–	–	﹤0.01%	2665
2023 Q4	$348	Buy	+43	New	+$427	﹤0.01%	3030

Other funds holding ROOT

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return