GAMMA Investing
ROOT icon

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
Q3 		$10.1K Buy
220
+26
+13% +$1.44K ﹤0.01% 3328
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

TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing's ROOT Position: Q3 2026 in Review

GAMMA Investing increased its Root (ROOT) stake by 13% in Q3 2026, buying an estimated $1.44K and bringing the position to 220 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

GAMMA Investing first reported a position in ROOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.8K in Q1 2025. 7 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

  • GAMMA Investing held 220 shares of Root worth $10.1K as of Q3 2026.
  • GAMMA Investing bought 26 Root shares in Q3 2026, an estimated $1.44K.
  • Root made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3328 holding.
  • GAMMA Investing first reported a position in Root in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Root position peaked at $12.8K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.