Krilogy Financial
GH icon

Krilogy Financial’s Guardant Health GH Stock Holding History

Krilogy Financial’s Portfolio GH Stock Details GH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.31M Sell
26,501
-2,423
-8% -$396K 0.12% 136
2026
Q2 		$4.34M Sell
28,924
-3,512
-11% -$382K 0.13% 136
2026
Q1 		$2.78M Buy
+32,436
New +$3.26M 0.09% 182

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AssetMark Inc
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Krilogy Financial's GH Position: Q3 2026 in Review

Krilogy Financial reduced its Guardant Health (GH) stake by 8.4% in Q3 2026, selling an estimated $396K and leaving 26,501 shares worth $4.31M. The position accounts for 0.12% of the portfolio, ranked #136.

Krilogy Financial first reported a position in GH in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.34M in Q2 2026. 99 funds tracked by Wall St. Rank hold GH as of Q3 2026.

  • Krilogy Financial held 26,501 shares of Guardant Health worth $4.31M as of Q3 2026.
  • Krilogy Financial sold 2,423 Guardant Health shares in Q3 2026, an estimated $396K.
  • Guardant Health made up 0.12% of Krilogy Financial's portfolio in Q3 2026, its #136 holding.
  • Krilogy Financial first reported a position in Guardant Health in Q1 2026 and has held it in 3 quarters since.
  • Krilogy Financial's Guardant Health position peaked at $4.34M in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Guardant Health as of Q3 2026.

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