AWM
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Activest Wealth Management’s GeneDx Holdings WGS Stock Holding History

Activest Wealth Management’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
Q1 		– Sell
-240
Closed -$21.9K – 1347
2025
Q4 		$31.2K Hold
240
– – 0.01% 405
2025
Q3 		$25.9K Hold
240
– – 0.01% 344
2025
Q2 		$22.2K Hold
240
– – 0.01% 308
2025
Q1 		$21.3K Buy
+240
New +$20.8K 0.01% 287

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Activest Wealth Management's WGS Position: Q1 2026 in Review

Activest Wealth Management sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 240 shares — an estimated $21.9K sold.

Activest Wealth Management first reported a position in WGS in Q1 2025 and held it in 4 quarters. The position peaked at $31.2K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Activest Wealth Management reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 240 GeneDx Holdings shares in Q1 2026, an estimated $21.9K.
  • Activest Wealth Management first reported a position in GeneDx Holdings in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's GeneDx Holdings position peaked at $31.2K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.