Creative Planning’s GeneDx Holdings WGS Stock Holding History

Creative Planning’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 Q1	–	Sell	-4,028	Closed	-$524K	–	4206
2025 Q4	$524K	Buy	4,028 +995	+33%	+$137K	﹤0.01%	2800
2025 Q3	$327K	Buy	+3,033	New	+$330K	﹤0.01%	3074
2025 Q2	–	Sell	-4,033	Closed	-$357K	–	3803
2025 Q1	$357K	Buy	4,033 +3,691	+1,079%	+$320K	﹤0.01%	2593
2024 Q4	$26.3K	Buy	+342	New	+$23.9K	﹤0.01%	3312
2021 Q2	–	Sell	-1,078	Closed	-$530K	–	2610
2021 Q1	$530K	Buy	+1,078	New	+$561K	﹤0.01%	1402

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ZDA

Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's WGS Position: Q1 2026 in Review

Creative Planning sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 4,028 shares — an estimated $524K sold.

Creative Planning first reported a position in WGS in Q1 2021 and held it in 5 quarters. The position peaked at $530K in Q1 2021. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Creative Planning reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 4,028 GeneDx Holdings shares in Q1 2026, an estimated $524K.
Creative Planning first reported a position in GeneDx Holdings in Q1 2021 and held it in 5 quarters.
Creative Planning's GeneDx Holdings position peaked at $530K in Q1 2021.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.