Continuum Advisory’s GeneDx Holdings WGS Stock Holding History

Continuum Advisory’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
2024 Q4	–	Sell	-16	Closed	-$1.18K	–	1965
2024 Q3	$1.18K	Buy	+16	New	+$540	﹤0.01%	1591

Other funds holding WGS

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Continuum Advisory's WGS Position: Q4 2024 in Review

Continuum Advisory sold out of GeneDx Holdings (WGS) in Q4 2024, closing a stake of 16 shares — an estimated $1.18K sold.

Continuum Advisory first reported a position in WGS in Q3 2024 and held it in 1 quarter. The position peaked at $1.18K in Q3 2024. 199 funds tracked by Wall St. Rank hold WGS as of Q4 2024.

Continuum Advisory reported no remaining GeneDx Holdings position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 16 GeneDx Holdings shares in Q4 2024, an estimated $1.18K.
Continuum Advisory first reported a position in GeneDx Holdings in Q3 2024 and held it in 1 quarter.
Continuum Advisory's GeneDx Holdings position peaked at $1.18K in Q3 2024.
199 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.