RFP
GP

Root Financial Partners’s GreenPower Motor Co GP Stock Holding History

Root Financial Partners’s Portfolio GP Stock Details GP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$4 – 3503
2025
Q4 		$4 Buy
+5
New +$9 ﹤0.01% 2426

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HF
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Royal Bank of Canada
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SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

Root Financial Partners's GP Position: Q1 2026 in Review

Root Financial Partners sold out of GreenPower Motor Co (GP) in Q1 2026, closing a stake of 5 shares — an estimated $4 sold.

Root Financial Partners first reported a position in GP in Q4 2025 and held it in 1 quarter. The position peaked at $4 in Q4 2025. 18 funds tracked by Wall St. Rank hold GP as of Q1 2026.

  • Root Financial Partners reported no remaining GreenPower Motor Co position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 GreenPower Motor Co shares in Q1 2026, an estimated $4.
  • Root Financial Partners first reported a position in GreenPower Motor Co in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's GreenPower Motor Co position peaked at $4 in Q4 2025.
  • 18 funds tracked by Wall St. Rank held GreenPower Motor Co as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.