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Jeppson Wealth Management’s Cardiff Oncology CRDF Stock Holding History

Jeppson Wealth Management’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,001
Closed -$24.7K – 228
2025
Q3 		$24.7K Buy
+12,001
New +$33.2K 0.01% 223
2023
Q1 		– Sell
-12,365
Closed -$17.3K – 200
2022
Q4 		$17.3K Buy
+12,365
New +$17.7K 0.01% 206

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ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jeppson Wealth Management's CRDF Position: Q4 2025 in Review

Jeppson Wealth Management sold out of Cardiff Oncology (CRDF) in Q4 2025, closing a stake of 12,001 shares — an estimated $24.7K sold.

Jeppson Wealth Management first reported a position in CRDF in Q4 2022 and held it in 2 quarters. The position peaked at $24.7K in Q3 2025. 110 funds tracked by Wall St. Rank hold CRDF as of Q4 2025.

  • Jeppson Wealth Management reported no remaining Cardiff Oncology position as of Q4 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 12,001 Cardiff Oncology shares in Q4 2025, an estimated $24.7K.
  • Jeppson Wealth Management first reported a position in Cardiff Oncology in Q4 2022 and held it in 2 quarters.
  • Jeppson Wealth Management's Cardiff Oncology position peaked at $24.7K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Cardiff Oncology as of Q4 2025.

Based on Jeppson Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.