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Balance Wealth’s CareDx CDNA Stock Holding History

Balance Wealth’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
Q2 		$443K Buy
+15,550
New +$339K 0.12% 100
2025
Q2 		– Sell
-10,666
Closed -$189K – 104
2025
Q1 		$189K Buy
+10,666
New +$230K 0.12% 108

Other funds holding CDNA

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Balance Wealth's CDNA Position: Q2 2026 in Review

Balance Wealth opened a new position in CareDx (CDNA) in Q2 2026: 15,550 shares worth $443K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings. This is a return to the name: Balance Wealth previously reported a position in CDNA as recently as Q1 2025.

Balance Wealth first reported a position in CDNA in Q1 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Balance Wealth held 15,550 shares of CareDx worth $443K as of Q2 2026.
  • CareDx was a new Balance Wealth position in Q2 2026.
  • CareDx made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #100 holding.
  • Balance Wealth first reported a position in CareDx in Q1 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.