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GAMMA Investing’s Caris Life Sciences CAI Stock Holding History

GAMMA Investing’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 		$38.7K Buy
1,263
+721
+133% +$16.2K ﹤0.01% 2554
2026
Q2 		$9.66K Sell
542
-74
-12% -$1.32K ﹤0.01% 3220
2026
Q1 		$11K Buy
616
+519
+535% +$11.3K ﹤0.01% 3020
2025
Q4 		$2.62K Buy
+97
New +$2.73K ﹤0.01% 3525

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

GAMMA Investing's CAI Position: Q3 2026 in Review

GAMMA Investing increased its Caris Life Sciences (CAI) stake by 133% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,263 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

GAMMA Investing first reported a position in CAI in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • GAMMA Investing held 1,263 shares of Caris Life Sciences worth $38.7K as of Q3 2026.
  • GAMMA Investing bought 721 Caris Life Sciences shares in Q3 2026, an estimated $16.2K.
  • Caris Life Sciences made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2554 holding.
  • GAMMA Investing first reported a position in Caris Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.