AssetMark Inc’s GeneDx Holdings WGS Stock Holding History

AssetMark Inc’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
2025 Q4	–	Sell	-1	Closed	-$108	–	3479
2025 Q3	$108	Buy	+1	New	+$109	﹤0.01%	3117

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc's WGS Position: Q4 2025 in Review

AssetMark Inc sold out of GeneDx Holdings (WGS) in Q4 2025, closing a stake of 1 share — an estimated $108 sold.

AssetMark Inc first reported a position in WGS in Q3 2025 and held it in 1 quarter. The position peaked at $108 in Q3 2025. 286 funds tracked by Wall St. Rank hold WGS as of Q4 2025.

AssetMark Inc reported no remaining GeneDx Holdings position as of Q4 2025 after selling out during the quarter.
AssetMark Inc sold 1 GeneDx Holdings share in Q4 2025, an estimated $108.
AssetMark Inc first reported a position in GeneDx Holdings in Q3 2025 and held it in 1 quarter.
AssetMark Inc's GeneDx Holdings position peaked at $108 in Q3 2025.
286 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.