WWM
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Whalen Wealth Management’s Guardant Health GH Stock Holding History

Whalen Wealth Management’s Portfolio GH Stock Details GH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$275K Buy
+1,542
New +$252K 0.12% 171

Other funds holding GH

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Whalen Wealth Management opened a new position in Guardant Health (GH) in Q3 2026: 1,542 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #171 among its holdings.

19 funds tracked by Wall St. Rank hold GH as of Q3 2026.

  • Whalen Wealth Management held 1,542 shares of Guardant Health worth $275K as of Q3 2026.
  • Guardant Health was a new Whalen Wealth Management position in Q3 2026.
  • Guardant Health made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #171 holding.
  • 19 funds tracked by Wall St. Rank held Guardant Health as of Q3 2026.

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