Root Financial Partners
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Root Financial Partners’s Aeluma Inc ALMU Stock Holding History

Root Financial Partners’s Portfolio ALMU Stock Details ALMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346 Buy
+28
New +$425 ﹤0.01% 3358

Other funds holding ALMU

FAG
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's ALMU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aeluma Inc (ALMU) in Q3 2026: 28 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #3358 among its holdings.

10 funds tracked by Wall St. Rank hold ALMU as of Q3 2026.

  • Root Financial Partners held 28 shares of Aeluma Inc worth $346 as of Q3 2026.
  • Aeluma Inc was a new Root Financial Partners position in Q3 2026.
  • Aeluma Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3358 holding.
  • 10 funds tracked by Wall St. Rank held Aeluma Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.