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
Q2 		– Sell
-4,317
Closed -$277K – 1930
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 $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Capstone Investment Advisors's WGS Position: Q2 2026 in Review

Capstone Investment Advisors sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 4,317 shares — an estimated $277K sold.

Capstone Investment Advisors first reported a position in WGS in Q3 2021 and held it in 3 quarters. The position peaked at $285K in Q2 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,317 GeneDx Holdings shares in Q2 2026, an estimated $277K.
  • Capstone Investment Advisors first reported a position in GeneDx Holdings in Q3 2021 and held it in 3 quarters.
  • Capstone Investment Advisors's GeneDx Holdings position peaked at $285K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.