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B. Riley Wealth Advisors’s GeneDx Holdings WGS Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$375K Sell
5,184
-1,924
-27% -$149K 0.01% 648
2026
Q2 		$491K Buy
+7,108
New +$404K 0.03% 481

Other funds holding WGS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

B. Riley Wealth Advisors's WGS Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its GeneDx Holdings (WGS) stake by 27% in Q3 2026, selling an estimated $149K and leaving 5,184 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #648.

B. Riley Wealth Advisors first reported a position in WGS in Q2 2026 and has held it in 2 quarters since. The position peaked at $491K in Q2 2026. 13 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

  • B. Riley Wealth Advisors held 5,184 shares of GeneDx Holdings worth $375K as of Q3 2026.
  • B. Riley Wealth Advisors sold 1,924 GeneDx Holdings shares in Q3 2026, an estimated $149K.
  • GeneDx Holdings made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #648 holding.
  • B. Riley Wealth Advisors first reported a position in GeneDx Holdings in Q2 2026 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's GeneDx Holdings position peaked at $491K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.