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Coppell Advisory Solutions’s GeneDx Holdings WGS Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-274
Closed -$21K – 1874
2024
Q4 		$21K Sell
274
-342
-56% -$23.9K ﹤0.01% 872
2024
Q3 		$26.4K Sell
616
-5
-0.8% -$169 ﹤0.01% 755
2024
Q2 		$16.2K Buy
+621
New +$11.8K ﹤0.01% 862

Other funds holding WGS

CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Summit Partners Public Asset Management
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Coppell Advisory Solutions's WGS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 274 shares — an estimated $21K sold.

Coppell Advisory Solutions first reported a position in WGS in Q2 2024 and held it in 3 quarters. The position peaked at $26.4K in Q3 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 274 GeneDx Holdings shares in Q1 2025, an estimated $21K.
  • Coppell Advisory Solutions first reported a position in GeneDx Holdings in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's GeneDx Holdings position peaked at $26.4K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.