Clearstead Advisors
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276 Buy
4
+2
+100% +$114 ﹤0.01% 3095
2026
Q1 		$129 Buy
+2
New +$182 ﹤0.01% 2193
2025
Q3 		– Sell
-58
Closed -$5.35K – 3263
2025
Q2 		$5.35K Sell
58
-7
-11% -$550 ﹤0.01% 2089
2025
Q1 		$5.76K Buy
65
+34
+110% +$2.95K ﹤0.01% 1723
2024
Q4 		$2.38K Hold
31
– – ﹤0.01% 1827
2024
Q3 		$1.32K Hold
31
– – ﹤0.01% 1882
2024
Q2 		$811 Buy
+31
New +$587 ﹤0.01% 1913

Other funds holding WGS

Corvex Management
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
ARK Investment Management
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 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Clearstead Advisors's WGS Position: Q2 2026 in Review

Clearstead Advisors increased its GeneDx Holdings (WGS) stake by 100% in Q2 2026, buying an estimated $114 and bringing the position to 4 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Clearstead Advisors first reported a position in WGS in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.76K in Q1 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Clearstead Advisors held 4 shares of GeneDx Holdings worth $276 as of Q2 2026.
  • Clearstead Advisors bought 2 GeneDx Holdings shares in Q2 2026, an estimated $114.
  • GeneDx Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3095 holding.
  • Clearstead Advisors first reported a position in GeneDx Holdings in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's GeneDx Holdings position peaked at $5.76K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.