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Whalen Wealth Management Inc. → CAI
Whalen Wealth Management Inc. CAI Position History
Caris Life Sciences, Inc.
Quarters held
1
Latest value
$278K
Q3 2026
Peak value
$278K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $278K | 9.1K | — | — |
Other funds holding CAI
$166.7M
$142.8M
$122.2M
$110.8M
$109.1M
$109.1M
$109.1M