CAPTRUST Financial Advisors
WGS icon

CAPTRUST Financial Advisors’s GeneDx Holdings WGS Stock Holding History

CAPTRUST Financial 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 		– Sell
-1,876
Closed -$244K – 3129
2025
Q4 		$244K Buy
+1,876
New +$257K ﹤0.01% 2394
2022
Q3 		– Sell
-76
Closed -$3K – 4056
2022
Q2 		$3K Sell
76
-60
-44% -$4.07K ﹤0.01% 4355
2022
Q1 		$14K Buy
136
+82
+152% +$9.12K ﹤0.01% 3626
2021
Q4 		$8K Buy
54
+26
+93% +$5.81K ﹤0.01% 3860
2021
Q3 		$7K Buy
28
+23
+460% +$7.9K ﹤0.01% 3823
2021
Q2 		$2K Buy
5
+2
+67% +$859 ﹤0.01% 4215
2021
Q1 		$1K Buy
+3
New +$1.56K ﹤0.01% 4251

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

CAPTRUST Financial Advisors's WGS Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 1,876 shares — an estimated $244K sold.

CAPTRUST Financial Advisors first reported a position in WGS in Q1 2021 and held it in 7 quarters. The position peaked at $244K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,876 GeneDx Holdings shares in Q1 2026, an estimated $244K.
  • CAPTRUST Financial Advisors first reported a position in GeneDx Holdings in Q1 2021 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's GeneDx Holdings position peaked at $244K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

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