Elevation Wealth Partners
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Elevation Wealth Partners’s Caris Life Sciences CAI Stock Holding History

Elevation Wealth Partners’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.8K Buy
386
+116
+43% +$2.6K ﹤0.01% 837
2026
Q2 		$4.81K Buy
+270
New +$4.83K ﹤0.01% 1027

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Elevation Wealth Partners's CAI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Caris Life Sciences (CAI) stake by 43% in Q3 2026, buying an estimated $2.6K and bringing the position to 386 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Elevation Wealth Partners first reported a position in CAI in Q2 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Elevation Wealth Partners held 386 shares of Caris Life Sciences worth $11.8K as of Q3 2026.
  • Elevation Wealth Partners bought 116 Caris Life Sciences shares in Q3 2026, an estimated $2.6K.
  • Caris Life Sciences made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #837 holding.
  • Elevation Wealth Partners first reported a position in Caris Life Sciences in Q2 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.