Back to CAI
Perigon Wealth Management, LLC → CAI
Perigon Wealth Management, LLC CAI Position History
Caris Life Sciences, Inc.
Quarters held
3
Latest value
$738K
Q3 2026
Peak value
$738K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $241K |
| Q2 2026 | $438K |
| Q3 2026 | $738K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $738K | 24.1K | — | — |
| Q2 2026 | $438K | 24.6K | — | — |
| Q1 2026 | $241K | 13.5K | — | — |
Other funds holding CAI
$166.7M
$142.8M
$122.2M
$110.8M
$109.1M
$109.1M
$109.1M