Cornerstone Planning Group’s GeneDx Holdings WGS Stock Holding History

Cornerstone Planning Group’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	$25K	Buy	400 +100	+33%	+$5.68K	﹤0.01%	593
2026 Q1	$10.4K	Buy	+300	New	+$27.4K	﹤0.01%	881
2025 Q3	–	Sell	-25	Closed	-$2.67K	–	1766
2025 Q2	$2.67K	Buy	+25	New	+$1.96K	﹤0.01%	873
2024 Q3	–	Sell	-16	Closed	-$451	–	1377
2024 Q2	$451	Hold	16	–	–	﹤0.01%	1091
2024 Q1	$315	Buy	+16	New	+$96	﹤0.01%	987
2023 Q4	–	Sell	-16	Closed	-$58	–	1032
2023 Q3	$58	Hold	16	–	–	﹤0.01%	1135
2023 Q2	$95	Buy	+16	New	+$127	﹤0.01%	1543
2022 Q4	$192	Buy	+16	New	+$353	﹤0.01%	1518

Other funds holding WGS

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

Casdin Capital New York $2B AUM 147.21% 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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Cornerstone Planning Group's WGS Position: Q2 2026 in Review

Cornerstone Planning Group increased its GeneDx Holdings (WGS) stake by 33% in Q2 2026, buying an estimated $5.68K and bringing the position to 400 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Cornerstone Planning Group first reported a position in WGS in Q4 2022 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Cornerstone Planning Group held 400 shares of GeneDx Holdings worth $25K as of Q2 2026.
Cornerstone Planning Group bought 100 GeneDx Holdings shares in Q2 2026, an estimated $5.68K.
GeneDx Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #593 holding.
Cornerstone Planning Group first reported a position in GeneDx Holdings in Q4 2022 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.