Root Financial Partners
CGEM icon

Root Financial Partners’s Cullinan Oncology CGEM Stock Holding History

Root Financial Partners’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$307 Buy
+20
New +$383 ﹤0.01% 3400
2026
Q2 		– Sell
-62
Closed -$881 – 910
2026
Q1 		$881 Buy
+62
New +$797 ﹤0.01% 2663

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

Root Financial Partners opened a new position in Cullinan Oncology (CGEM) in Q3 2026: 20 shares worth $307. The stake represents ﹤0.01% of the portfolio and ranks #3400 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGEM as recently as Q1 2026.

Root Financial Partners first reported a position in CGEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $881 in Q1 2026. 125 funds tracked by Wall St. Rank hold CGEM as of Q3 2026.

  • Root Financial Partners held 20 shares of Cullinan Oncology worth $307 as of Q3 2026.
  • Cullinan Oncology was a new Root Financial Partners position in Q3 2026.
  • Cullinan Oncology made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3400 holding.
  • Root Financial Partners first reported a position in Cullinan Oncology in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Cullinan Oncology position peaked at $881 in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Cullinan Oncology as of Q3 2026.

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