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Syntegra Private Wealth Group’s CareDx CDNA Stock Holding History

Syntegra Private Wealth Group’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 		$201K Buy
+3,098
New +$140K 0.02% 201

Other funds holding CDNA

HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Syntegra Private Wealth Group's CDNA Position: Q3 2026 in Review

Syntegra Private Wealth Group opened a new position in CareDx (CDNA) in Q3 2026: 3,098 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

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

  • Syntegra Private Wealth Group held 3,098 shares of CareDx worth $201K as of Q3 2026.
  • CareDx was a new Syntegra Private Wealth Group position in Q3 2026.
  • CareDx made up 0.02% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #201 holding.
  • 9 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.