Whalen Wealth Management’s Caris Life Sciences CAI Stock Holding History

Whalen Wealth Management’s Portfolio CAI Stock Details CAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278K	Buy	+9,079	New	+$204K	0.12%	169

Other funds holding CAI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's CAI Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Caris Life Sciences (CAI) in Q3 2026: 9,079 shares worth $278K. The stake represents 0.12% of the portfolio and ranks #169 among its holdings.

17 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

Whalen Wealth Management held 9,079 shares of Caris Life Sciences worth $278K as of Q3 2026.
Caris Life Sciences was a new Whalen Wealth Management position in Q3 2026.
Caris Life Sciences made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #169 holding.
17 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.