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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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.

12 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.
12 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.