Balance Wealth
CDNA icon

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
Q3 		$557K Sell
8,571
-6,979
-45% -$316K 0.13% 87
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

Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Balance Wealth's CDNA Position: Q3 2026 in Review

Balance Wealth reduced its CareDx (CDNA) stake by 45% in Q3 2026, selling an estimated $316K and leaving 8,571 shares worth $557K. The position accounts for 0.13% of the portfolio, ranked #87.

Balance Wealth first reported a position in CDNA in Q1 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • Balance Wealth held 8,571 shares of CareDx worth $557K as of Q3 2026.
  • Balance Wealth sold 6,979 CareDx shares in Q3 2026, an estimated $316K.
  • CareDx made up 0.13% of Balance Wealth's portfolio in Q3 2026, its #87 holding.
  • Balance Wealth first reported a position in CareDx in Q1 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.