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Balance Wealth Partners LLC → CDNA
Balance Wealth Partners LLC CDNA Position History
CareDx, Inc. • Healthcare
Quarters held
2
Latest value
$557K
Q3 2026
Peak value
$557K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $443K |
| Q3 2026 | $557K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $557K | 8.6K | — | — |
| Q2 2026 | $443K | 15.6K | — | — |
Other funds holding CDNA
$70.4M
$70.4M
$57.9M
$55.2M
$47.9M