CMA
WGS icon

Cedar Mountain Advisors’s GeneDx Holdings WGS Stock Holding History

Cedar Mountain 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 		$481 Hold
7
– – ﹤0.01% 1055
2026
Q1 		$450 Buy
+7
New +$638 ﹤0.01% 1028

Other funds holding WGS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cedar Mountain Advisors's WGS Position: Q2 2026 in Review

Cedar Mountain Advisors held its GeneDx Holdings (WGS) position steady in Q2 2026 at 7 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Cedar Mountain Advisors first reported a position in WGS in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Cedar Mountain Advisors held 7 shares of GeneDx Holdings worth $481 as of Q2 2026.
  • Cedar Mountain Advisors left its GeneDx Holdings share count unchanged in Q2 2026.
  • GeneDx Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1055 holding.
  • Cedar Mountain Advisors first reported a position in GeneDx Holdings in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.