Cetera Investment Advisers’s GeneDx Holdings WGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211K Sell
3,070
-546
-15% -$31K ﹤0.01% 4457
2026
Q1
$232K Buy
3,616
+516
+17% +$47.1K ﹤0.01% 4179
2025
Q4
$403K Sell
3,100
-383
-11% -$52.6K ﹤0.01% 3630
2025
Q3
$375K Buy
3,483
+788
+29% +$85.9K ﹤0.01% 3629
2025
Q2
$249K Buy
+2,695
New +$212K ﹤0.01% 3556

Other funds holding WGS

Cetera Investment Advisers's WGS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its GeneDx Holdings (WGS) stake by 15% in Q2 2026, selling an estimated $31K and leaving 3,070 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4457.

Cetera Investment Advisers first reported a position in WGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $403K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Cetera Investment Advisers held 3,070 shares of GeneDx Holdings worth $211K as of Q2 2026.
  • Cetera Investment Advisers sold 546 GeneDx Holdings shares in Q2 2026, an estimated $31K.
  • GeneDx Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4457 holding.
  • Cetera Investment Advisers first reported a position in GeneDx Holdings in Q2 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's GeneDx Holdings position peaked at $403K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.