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CDNA icon

Bailard’s CareDx CDNA Stock Holding History

Bailard’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Hold
8,700
– – 0.01% 479
2026
Q2 		$248K Buy
+8,700
New +$189K 0.01% 693

Other funds holding CDNA

HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's CDNA Position: Q3 2026 in Review

Bailard held its CareDx (CDNA) position steady in Q3 2026 at 8,700 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #479.

Bailard first reported a position in CDNA in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • Bailard held 8,700 shares of CareDx worth $566K as of Q3 2026.
  • Bailard left its CareDx share count unchanged in Q3 2026.
  • CareDx made up 0.01% of Bailard's portfolio in Q3 2026, its #479 holding.
  • Bailard first reported a position in CareDx in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.