Capstone Investment Advisors
WGS icon

Capstone Investment Advisors’s GeneDx Holdings WGS Stock Holding History

Capstone Investment 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
Q1 		$277K Buy
+4,317
New +$394K ﹤0.01% 1396
2025
Q3 		– Sell
-3,091
Closed -$285K – 2098
2025
Q2 		$285K Buy
+3,091
New +$243K ﹤0.01% 1397
2021
Q4 		– Sell
-706
Closed -$177K – 2100
2021
Q3 		$177K Buy
+706
New +$242K ﹤0.01% 1710

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 $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 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

Capstone Investment Advisors's WGS Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in GeneDx Holdings (WGS) in Q1 2026: 4,317 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WGS as recently as Q2 2025.

Capstone Investment Advisors first reported a position in WGS in Q3 2021 and has held it in 3 quarters since. The position peaked at $285K in Q2 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Capstone Investment Advisors held 4,317 shares of GeneDx Holdings worth $277K as of Q1 2026.
  • GeneDx Holdings was a new Capstone Investment Advisors position in Q1 2026.
  • GeneDx Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1396 holding.
  • Capstone Investment Advisors first reported a position in GeneDx Holdings in Q3 2021 and has held it in 3 quarters since.
  • Capstone Investment Advisors's GeneDx Holdings position peaked at $285K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.