CAL
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Capital Advisors Ltd’s GeneDx Holdings WGS Stock Holding History

Capital Advisors Ltd’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 		$30K Hold
466
– – ﹤0.01% 599
2025
Q4 		$61K Hold
466
– – 0.01% 458
2025
Q3 		$50K Hold
466
– – 0.01% 471
2025
Q2 		$43K Hold
466
– – 0.01% 501
2025
Q1 		$41K Hold
466
– – 0.01% 500
2024
Q4 		$36K Hold
466
– – ﹤0.01% 511
2024
Q3 		$20K Buy
466
+3
+0.6% +$101 ﹤0.01% 616
2024
Q2 		$12K Hold
463
– – ﹤0.01% 722
2024
Q1 		$4K Hold
463
– – ﹤0.01% 945
2023
Q4 		$1K Buy
+463
New +$1.08K ﹤0.01% 1243
2022
Q4 		– Sell
-2
Closed – – 1687
2022
Q3 		$0 Buy
+2
New +$92 ﹤0.01% 1555

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return