Wealth Enhancement Advisory Services
CDNA icon

Wealth Enhancement Advisory Services’s CareDx CDNA Stock Holding History

Wealth Enhancement Advisory Services’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 		$472K Buy
7,591
+333
+5% +$15.1K ﹤0.01% 2876
2026
Q2 		$207K Buy
+7,258
New +$158K ﹤0.01% 3556
2025
Q1 		– Sell
-9,813
Closed -$210K – 3011
2024
Q4 		$210K Buy
+9,813
New +$239K ﹤0.01% 2660

Other funds holding CDNA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDNA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CareDx (CDNA) stake by 4.6% in Q3 2026, buying an estimated $15.1K and bringing the position to 7,591 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Wealth Enhancement Advisory Services first reported a position in CDNA in Q4 2024 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,591 shares of CareDx worth $472K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 333 CareDx shares in Q3 2026, an estimated $15.1K.
  • CareDx made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2876 holding.
  • Wealth Enhancement Advisory Services first reported a position in CareDx in Q4 2024 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.