HB Wealth Management’s CareDx CDNA Stock Holding History

HB Wealth Management’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	$2.42M	Buy	+37,166	New	+$1.68M	0.01%	482

Other funds holding CDNA

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

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

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

HB Wealth Management opened a new position in CareDx (CDNA) in Q3 2026: 37,166 shares worth $2.42M. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

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

HB Wealth Management held 37,166 shares of CareDx worth $2.42M as of Q3 2026.
CareDx was a new HB Wealth Management position in Q3 2026.
CareDx made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #482 holding.
32 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

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