Position in CDNA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$443,175
+$253,854 QoQ
Shares Held
15,550
+45.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#129
of 225 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Balance Wealth, LLC holds $702,378 across 2 Diagnostics & Research names. CDNA ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNA |
CareDx, Inc.
This page
|
15,550 | $443,175 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
517 | $259,203 |
All Filings in CDNA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,175 | 15,550 | Shares | Sole | 2026-07-22 | |
| 2025-03-31 | $189,321 | 10,666 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||