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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
Q2 		– Sell
-62
Closed -$881 – 910
2026
Q1 		$881 Buy
+62
New +$797 ﹤0.01% 2663

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Root Financial Partners's CGEM Position: Q2 2026 in Review

Root Financial Partners sold out of Cullinan Oncology (CGEM) in Q2 2026, closing a stake of 62 shares — an estimated $881 sold.

Root Financial Partners first reported a position in CGEM in Q1 2026 and held it in 1 quarter. The position peaked at $881 in Q1 2026. 183 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Root Financial Partners reported no remaining Cullinan Oncology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 62 Cullinan Oncology shares in Q2 2026, an estimated $881.
  • Root Financial Partners first reported a position in Cullinan Oncology in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Cullinan Oncology position peaked at $881 in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.