Root Financial Partners’s Cadeler CDLR Stock Holding History

Root Financial Partners’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44	Buy	+2	New	+$47	﹤0.01%	3736

Other funds holding CDLR

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

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

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

Root Financial Partners opened a new position in Cadeler (CDLR) in Q3 2026: 2 shares worth $44. The stake represents ﹤0.01% of the portfolio and ranks #3736 among its holdings.

11 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

Root Financial Partners held 2 shares of Cadeler worth $44 as of Q3 2026.
Cadeler was a new Root Financial Partners position in Q3 2026.
Cadeler made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3736 holding.
11 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

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