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 Q2	$4.41K	Buy	64 +61	+2,033%	+$3.47K	﹤0.01%	4192
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 $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Allworth Financial's WGS Position: Q2 2026 in Review

Allworth Financial increased its GeneDx Holdings (WGS) stake by 2,033% in Q2 2026, buying an estimated $3.47K and bringing the position to 64 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #4192.

Allworth Financial first reported a position in WGS in Q3 2022 and has held it in 14 quarters since. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Allworth Financial held 64 shares of GeneDx Holdings worth $4.41K as of Q2 2026.
Allworth Financial bought 61 GeneDx Holdings shares in Q2 2026, an estimated $3.47K.
GeneDx Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4192 holding.
Allworth Financial first reported a position in GeneDx Holdings in Q3 2022 and has held it in 14 quarters since.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.