HB Wealth Management’s Caris Life Sciences CAI Stock Holding History

HB Wealth Management’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	$740K	Buy	+24,164	New	+$543K	﹤0.01%	1026

Other funds holding CAI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

HB Wealth Management's CAI Position: Q3 2026 in Review

HB Wealth Management opened a new position in Caris Life Sciences (CAI) in Q3 2026: 24,164 shares worth $740K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

75 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

HB Wealth Management held 24,164 shares of Caris Life Sciences worth $740K as of Q3 2026.
Caris Life Sciences was a new HB Wealth Management position in Q3 2026.
Caris Life Sciences made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1026 holding.
75 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.