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 Q2	$32K	Hold	466	–	–	﹤0.01%	587
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

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

AIM

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 40.91% 1-Year Est. Return

FLAM

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

Capital Advisors Ltd's WGS Position: Q2 2026 in Review

Capital Advisors Ltd held its GeneDx Holdings (WGS) position steady in Q2 2026 at 466 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Capital Advisors Ltd first reported a position in WGS in Q3 2022 and has held it in 12 quarters since. The position peaked at $61K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Capital Advisors Ltd held 466 shares of GeneDx Holdings worth $32K as of Q2 2026.
Capital Advisors Ltd left its GeneDx Holdings share count unchanged in Q2 2026.
GeneDx Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #587 holding.
Capital Advisors Ltd first reported a position in GeneDx Holdings in Q3 2022 and has held it in 12 quarters since.
Capital Advisors Ltd's GeneDx Holdings position peaked at $61K in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.