Balance Wealth »

Caredx shares owned by Balance Wealth

Quarter-by-quarter ownership of Caredx (CDNA) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Caredx

Tip: Access up to 7 years of quarterly data

All positions including Caredx held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caredx by Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $443k 16k 28.50
2025-03-31 $189k 11k 17.75

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Select Sector Spdr Tr St Str Care Etf (XLV)
Tidal Trust I Fund Gran Us Etf (GRNY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
2023 Etf Series Trust Brandes Intl Etf (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Artificial Etf (AIQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Balance Wealth

Top funds holding Caredx

BlackRock
State Street Corporation
Vanguard Capital Management
Deerfield Management Company
ARK Investment Management
Robeco Investment Management
Bamco
Gagnon Securities
Chevy Chase Trust Holdings
Geode Capital Management
Ophir Asset Management Pty
Renaissance Technologies
Braidwell
Sumitomo Mitsui Trust Holdings
Blue Water Life Science Advisors

View all funds holding Caredx