Carson Wealth (CWM LLC)
WGS icon

Carson Wealth (CWM LLC)’s GeneDx Holdings WGS Stock Holding History

Carson Wealth (CWM LLC)’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 		$113K Sell
1,767
-224
-11% -$20.4K ﹤0.01% 3152
2025
Q4 		$259K Buy
1,991
+67
+3% +$9.2K ﹤0.01% 2354
2025
Q3 		$207K Sell
1,924
-226
-11% -$24.6K ﹤0.01% 2418
2025
Q2 		$198K Sell
2,150
-340
-14% -$26.7K ﹤0.01% 2178
2025
Q1 		$221K Sell
2,490
-283
-10% -$24.6K ﹤0.01% 1856
2024
Q4 		$213K Buy
2,773
+682
+33% +$47.6K ﹤0.01% 1791
2024
Q3 		$89K Buy
+2,091
New +$70.6K ﹤0.01% 2278

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.1B AUM 171.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WGS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its GeneDx Holdings (WGS) stake by 11% in Q1 2026, selling an estimated $20.4K and leaving 1,767 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Carson Wealth (CWM LLC) first reported a position in WGS in Q3 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,767 shares of GeneDx Holdings worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 224 GeneDx Holdings shares in Q1 2026, an estimated $20.4K.
  • GeneDx Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3152 holding.
  • Carson Wealth (CWM LLC) first reported a position in GeneDx Holdings in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s GeneDx Holdings position peaked at $259K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.