Superior Planning, LLC’s GeneDx Holdings WGS Stock Holding History

Superior Planning, LLC’s Portfolio WGS Stock Details WGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.53K	Buy	+118	New	+$9.14K	﹤0.01%	983

Other funds holding WGS

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Superior Planning, LLC's WGS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in GeneDx Holdings (WGS) in Q3 2026: 118 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

119 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Superior Planning, LLC held 118 shares of GeneDx Holdings worth $8.53K as of Q3 2026.
GeneDx Holdings was a new Superior Planning, LLC position in Q3 2026.
GeneDx Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #983 holding.
119 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.