Capital Advisors Ltd’s GeneDx Holdings WGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$50K Hold
2025
Q2
$43K Hold
2025
Q1
$41K Hold
2024
Q4
$36K Hold
2024
Q3
$20K Buy
2024
Q2
$12K Hold
2024
Q1
$4K Hold
2023
Q4
$1K Buy
2022
Q4
Sell
2022
Q3
$0 Buy