Root Financial Partners’s Oragenics OGEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$1	–	3526
2025 Q4	$1	Buy	+1	New	+$1	﹤0.01%	2431

Other funds holding OGEN

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SJIM

St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

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

Root Financial Partners sold out of Oragenics (OGEN) in Q1 2026, closing a stake of 1 share — an estimated $1 sold.

Root Financial Partners first reported a position in OGEN in Q4 2025 and held it in 1 quarter. The position peaked at $1 in Q4 2025. 19 funds tracked by Wall St. Rank hold OGEN as of Q1 2026.

Root Financial Partners reported no remaining Oragenics position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 1 Oragenics share in Q1 2026, an estimated $1.
Root Financial Partners first reported a position in Oragenics in Q4 2025 and held it in 1 quarter.
Root Financial Partners's Oragenics position peaked at $1 in Q4 2025.
19 funds tracked by Wall St. Rank held Oragenics as of Q1 2026.

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