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 Q2	$341K	Buy	+4,973	New	+$283K	﹤0.01%	3476
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 $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 40.89% 1-Year Est. Return

FLAM

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

Creative Planning's WGS Position: Q2 2026 in Review

Creative Planning opened a new position in GeneDx Holdings (WGS) in Q2 2026: 4,973 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #3476 among its holdings. This is a return to the name: Creative Planning previously reported a position in WGS as recently as Q4 2025.

Creative Planning first reported a position in WGS in Q1 2021 and has held it in 6 quarters since. The position peaked at $530K in Q1 2021. 222 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Creative Planning held 4,973 shares of GeneDx Holdings worth $341K as of Q2 2026.
GeneDx Holdings was a new Creative Planning position in Q2 2026.
GeneDx Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3476 holding.
Creative Planning first reported a position in GeneDx Holdings in Q1 2021 and has held it in 6 quarters since.
Creative Planning's GeneDx Holdings position peaked at $530K in Q1 2021.
222 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.