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Creative Planning CDNA Position History

CareDx, Inc. • Healthcare

Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$405K
Q3 2025$2K
Q4 2025$557K
Q1 2026$529K
Q2 2026$2K
Q2 2026$1M
Q3 2026$17K
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M56.4K——
Q3 2026$17K254——
Q2 2026$1M35.1K——
Q2 2026$2K79——
Q1 2026$529K30.5K——
Q4 2025$557K29.6K——
Q3 2025$2K112——
Q3 2025$405K27.9K——

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