CWWM
WGS icon

Clear Wave Wealth Management’s GeneDx Holdings WGS Stock Holding History

Clear Wave Wealth Management’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 		$377K Sell
5,493
-4
-0.1% -$227 0.07% 117
2026
Q1 		$353K Buy
+5,497
New +$501K 0.08% 104

Other funds holding WGS

CM
Corvex Management New York $3.27B AUM 38.53% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Clear Wave Wealth Management's WGS Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its GeneDx Holdings (WGS) stake by 0.07% in Q2 2026, selling an estimated $227 and leaving 5,493 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #117.

Clear Wave Wealth Management first reported a position in WGS in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Clear Wave Wealth Management held 5,493 shares of GeneDx Holdings worth $377K as of Q2 2026.
  • Clear Wave Wealth Management sold 4 GeneDx Holdings shares in Q2 2026, an estimated $227.
  • GeneDx Holdings made up 0.07% of Clear Wave Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Clear Wave Wealth Management first reported a position in GeneDx Holdings in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.