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Clearstead Advisors’s GeneDx Holdings WGS Stock Holding History

Clearstead Advisors’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.35K Sell
58
-7
-11% -$646 ﹤0.01% 2084
2025
Q1 		$5.76K Buy
65
+34
+110% +$3.01K ﹤0.01% 1719
2024
Q4 		$2.38K Hold
31
– – ﹤0.01% 1824
2024
Q3 		$1.32K Hold
31
– – ﹤0.01% 1879
2024
Q2 		$811 Buy
+31
New +$811 ﹤0.01% 1912