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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDNA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in CareDx (CDNA) in Q2 2026: 7,258 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3556 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CDNA as recently as Q4 2024.

Wealth Enhancement Advisory Services first reported a position in CDNA in Q4 2024 and has held it in 2 quarters since. The position peaked at $210K in Q4 2024. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,258 shares of CareDx worth $207K as of Q2 2026.
  • CareDx was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • CareDx made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3556 holding.
  • Wealth Enhancement Advisory Services first reported a position in CareDx in Q4 2024 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's CareDx position peaked at $210K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.