Root Financial Partners’s Genter Capital Dividend Income ETF GEND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.2K	Buy	+94	New	+$1.24K	﹤0.01%	2868
2026 Q2	–	Sell	-94	Closed	-$1.16K	–	3393
2026 Q1	$1.16K	Hold	94	–	–	﹤0.01%	2551
2025 Q4	$1.08K	Buy	+94	New	+$1.07K	﹤0.01%	2091

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

Root Financial Partners opened a new position in Genter Capital Dividend Income ETF (GEND) in Q3 2026: 94 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEND as recently as Q1 2026.

Root Financial Partners first reported a position in GEND in Q4 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds GEND as of Q3 2026.

Root Financial Partners held 94 shares of Genter Capital Dividend Income ETF worth $1.2K as of Q3 2026.
Genter Capital Dividend Income ETF was a new Root Financial Partners position in Q3 2026.
Genter Capital Dividend Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2868 holding.
Root Financial Partners first reported a position in Genter Capital Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
1 fund tracked by Wall St. Rank held Genter Capital Dividend Income ETF as of Q3 2026.

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