Coldstream Capital Management’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
– Sell
-18
Closed -$1.59K – 3351
2025
Q1
$1.59K Buy
+18
New +$1.56K ﹤0.01% 3068

Other funds holding WGS

Coldstream Capital Management's WGS Position: Q2 2025 in Review

Coldstream Capital Management sold out of GeneDx Holdings (WGS) in Q2 2025, closing a stake of 18 shares — an estimated $1.59K sold.

Coldstream Capital Management first reported a position in WGS in Q1 2025 and held it in 1 quarter. The position peaked at $1.59K in Q1 2025. 231 funds tracked by Wall St. Rank hold WGS as of Q2 2025.

  • Coldstream Capital Management reported no remaining GeneDx Holdings position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 18 GeneDx Holdings shares in Q2 2025, an estimated $1.59K.
  • Coldstream Capital Management first reported a position in GeneDx Holdings in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's GeneDx Holdings position peaked at $1.59K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.