Charles Schwab’s GeneDx Holdings WGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.5M Buy
2025
Q1
$13M Sell
2024
Q4
$11.6M Buy
2024
Q3
$6.24M Buy
2024
Q2
$951K Buy
2023
Q3
Sell
2023
Q2
$567K Sell
2023
Q1
$1.33M Buy
2022
Q4
$393K Sell
2022
Q3
$1.51M Buy
2022
Q2
$2.07M Buy
2022
Q1
$1.92M Buy
2021
Q4
$2.72M Buy
2021
Q3
$4.58M Buy