Back to CAI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CAI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CAI Position History
Caris Life Sciences, Inc.
Quarters held
2
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $430K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 148.2K | — | — |
| Q2 2026 | $430K | 25.3K | — | — |
Other funds holding CAI
$166.7M
$142.8M
$122.2M
$110.8M
$109.1M
$109.1M
$109.1M