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Root Financial Partners’s Tevogen Bio Holdings 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
Q1 		$5 Buy
+1
New +$12 ﹤0.01% 3458

Other funds holding TVGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Root Financial Partners opened a new position in Tevogen Bio Holdings (TVGN) in Q1 2026: 1 share worth $5. The stake represents ﹤0.01% of the portfolio and ranks #3458 among its holdings.

30 funds tracked by Wall St. Rank hold TVGN as of Q1 2026.

  • Root Financial Partners held 1 share of Tevogen Bio Holdings worth $5 as of Q1 2026.
  • Tevogen Bio Holdings was a new Root Financial Partners position in Q1 2026.
  • Tevogen Bio Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3458 holding.
  • 30 funds tracked by Wall St. Rank held Tevogen Bio Holdings as of Q1 2026.

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