Root Financial Partners’s Tevogen Inc TVGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$5	–	3279
2026 Q1	$5	Buy	+1	New	+$12	﹤0.01%	3458

Other funds holding TVGN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Root Financial Partners sold out of Tevogen Inc (TVGN) in Q2 2026, closing a stake of 1 share — an estimated $5 sold.

Root Financial Partners first reported a position in TVGN in Q1 2026 and held it in 1 quarter. The position peaked at $5 in Q1 2026. 30 funds tracked by Wall St. Rank hold TVGN as of Q2 2026.

Root Financial Partners reported no remaining Tevogen Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 Tevogen Inc share in Q2 2026, an estimated $5.
Root Financial Partners first reported a position in Tevogen Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Tevogen Inc position peaked at $5 in Q1 2026.
30 funds tracked by Wall St. Rank held Tevogen Inc as of Q2 2026.

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