Financial Consulate
CDNA icon

Financial Consulate’s CareDx CDNA Stock Holding History

Financial Consulate’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 		$19.7K Buy
+303
New +$13.7K ﹤0.01% 527

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

Financial Consulate's CDNA Position: Q3 2026 in Review

Financial Consulate opened a new position in CareDx (CDNA) in Q3 2026: 303 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

32 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • Financial Consulate held 303 shares of CareDx worth $19.7K as of Q3 2026.
  • CareDx was a new Financial Consulate position in Q3 2026.
  • CareDx made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #527 holding.
  • 32 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.