Allworth Financial’s GeneDx Holdings WGS Stock Holding History

Allworth Financial’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	$203	Sell	3 -29	-91%	-$2.64K	﹤0.01%	4920
2025 Q4	$4.18K	Buy	32 +10	+45%	+$1.37K	﹤0.01%	3818
2025 Q3	$2.37K	Buy	+22	New	+$2.4K	﹤0.01%	3921
2025 Q2	–	Sell	-5	Closed	-$507	–	4679
2025 Q1	$507	Buy	+5	New	+$434	﹤0.01%	3670
2024 Q4	–	Sell	-2	Closed	-$85	–	4045
2024 Q3	$85	Hold	2	–	–	﹤0.01%	3665
2024 Q2	$64	Sell	2 -4	-67%	-$76	﹤0.01%	3614
2024 Q1	$55	Hold	6	–	–	﹤0.01%	3532
2023 Q4	$17	Hold	6	–	–	﹤0.01%	3400
2023 Q3	$22	Hold	6	–	–	﹤0.01%	3388
2023 Q2	$36	Buy	6 +1	+20%	+$8	﹤0.01%	3203
2023 Q1	$59	Buy	5 +3	+150%	+$40	﹤0.01%	3119
2022 Q4	$16	Hold	2	–	–	﹤0.01%	2961
2022 Q3	$0	Buy	+2	New	+$92	﹤0.01%	3145

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's WGS Position: Q1 2026 in Review

Allworth Financial reduced its GeneDx Holdings (WGS) stake by 91% in Q1 2026, selling an estimated $2.64K and leaving 3 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #4920.

Allworth Financial first reported a position in WGS in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.18K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Allworth Financial held 3 shares of GeneDx Holdings worth $203 as of Q1 2026.
Allworth Financial sold 29 GeneDx Holdings shares in Q1 2026, an estimated $2.64K.
GeneDx Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4920 holding.
Allworth Financial first reported a position in GeneDx Holdings in Q3 2022 and has held it in 13 quarters since.
Allworth Financial's GeneDx Holdings position peaked at $4.18K in Q4 2025.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.