Avior Wealth Management’s GeneDx Holdings WGS Stock Holding History

Avior 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	-1,723	Closed	-$224K	–	862
2025 Q4	$224K	Buy	+1,723	New	+$236K	0.01%	698

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

AIM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

ZDA

Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Avior Wealth Management sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 1,723 shares — an estimated $224K sold.

Avior Wealth Management first reported a position in WGS in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Avior Wealth Management reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
Avior Wealth Management sold 1,723 GeneDx Holdings shares in Q1 2026, an estimated $224K.
Avior Wealth Management first reported a position in GeneDx Holdings in Q4 2025 and held it in 1 quarter.
Avior Wealth Management's GeneDx Holdings position peaked at $224K in Q4 2025.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.