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Creative Planning CAI Position History
Caris Life Sciences, Inc.
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q4 2025 | $2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 180.5K | — | — |
| Q2 2026 | $1.4M | 77.5K | — | — |
| Q1 2026 | $1.4M | 78.0K | — | — |
| Q4 2025 | $2M | 73.3K | — | — |
| Q4 2025 | $2.1M | 76.6K | — | — |
Other funds holding CAI
$166.7M
$142.8M
$122.2M
$110.8M
$109.1M
$109.1M
$109.1M