Root Financial Partners’s Pulse Biosciences PLSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$100	Buy	+2	New	+$84	﹤0.01%	3648

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Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Pulse Biosciences (PLSE) in Q3 2026: 2 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #3648 among its holdings.

12 funds tracked by Wall St. Rank hold PLSE as of Q3 2026.

Root Financial Partners held 2 shares of Pulse Biosciences worth $100 as of Q3 2026.
Pulse Biosciences was a new Root Financial Partners position in Q3 2026.
Pulse Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3648 holding.
12 funds tracked by Wall St. Rank held Pulse Biosciences as of Q3 2026.

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