Emerald Mutual Fund Advisers Trust
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Emerald Mutual Fund Advisers Trust’s GeneDx Holdings WGS Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-57,637
Closed -$4.43M – 234
2024
Q4 		$4.43M Buy
+57,637
New +$4.03M 0.27% 101

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

Emerald Mutual Fund Advisers Trust's WGS Position: Q1 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 57,637 shares — an estimated $4.43M sold.

Emerald Mutual Fund Advisers Trust first reported a position in WGS in Q4 2024 and held it in 1 quarter. The position peaked at $4.43M in Q4 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 57,637 GeneDx Holdings shares in Q1 2025, an estimated $4.43M.
  • Emerald Mutual Fund Advisers Trust first reported a position in GeneDx Holdings in Q4 2024 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's GeneDx Holdings position peaked at $4.43M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2025, filed 1 May 2025.