Cornerstone Planning Group’s GeneDx Holdings WGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67K Buy
+25
New +$2.67K ﹤0.01% 873
2024
Q3
Sell
-16
Closed -$451 1377
2024
Q2
$451 Hold
16
﹤0.01% 1091
2024
Q1
$315 Buy
+16
New +$315 ﹤0.01% 987
2023
Q4
Sell
-16
Closed -$58 1033
2023
Q3
$58 Hold
16
﹤0.01% 1135
2023
Q2
$95 Buy
+16
New +$95 ﹤0.01% 1543
2022
Q4
$192 Buy
+16
New +$192 ﹤0.01% 1518