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True Wealth Design’s CareDx CDNA Stock Holding History

True Wealth Design’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 		$10.5K Buy
162
+2
+1% +$91 ﹤0.01% 1043
2026
Q2 		$4.56K Buy
160
+8
+5% +$174 ﹤0.01% 1371
2026
Q1 		$2.64K Buy
152
+7
+5% +$132 ﹤0.01% 1430
2025
Q4 		$2.73K Buy
145
+13
+10% +$218 ﹤0.01% 1333
2025
Q3 		$1.92K Buy
132
+130
+6,500% +$1.85K ﹤0.01% 1476
2025
Q2 		$40 Buy
+2
New +$36 ﹤0.01% 2420
2025
Q1 		– Sell
-380
Closed -$8.14K – 2654
2024
Q4 		$8.14K Buy
380
+79
+26% +$1.92K ﹤0.01% 451
2024
Q3 		$9.4K Buy
+301
New +$7.49K ﹤0.01% 432

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

True Wealth Design's CDNA Position: Q3 2026 in Review

True Wealth Design increased its CareDx (CDNA) stake by 1.3% in Q3 2026, buying an estimated $91 and bringing the position to 162 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

True Wealth Design first reported a position in CDNA in Q3 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • True Wealth Design held 162 shares of CareDx worth $10.5K as of Q3 2026.
  • True Wealth Design bought 2 CareDx shares in Q3 2026, an estimated $91.
  • CareDx made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1043 holding.
  • True Wealth Design first reported a position in CareDx in Q3 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.