Envestnet Asset Management’s GeneDx Holdings WGS Stock Holding History

Envestnet Asset Management’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	$2.95M	Sell	43,041 -3,336	-7%	-$190K	﹤0.01%	2862
2026 Q1	$2.98M	Buy	46,377 +28,195	+155%	+$2.57M	﹤0.01%	2707
2025 Q4	$2.36M	Buy	18,182 +798	+5%	+$110K	﹤0.01%	2707
2025 Q3	$1.87M	Buy	17,384 +2,442	+16%	+$266K	﹤0.01%	2918
2025 Q2	$1.38M	Buy	14,942 +5,823	+64%	+$457K	﹤0.01%	3061
2025 Q1	$808K	Buy	9,119 +4,178	+85%	+$362K	﹤0.01%	3337
2024 Q4	$380K	Buy	+4,941	New	+$345K	﹤0.01%	3754

Other funds holding WGS

BlackRock New York $6.73T AUM 46.02% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

ZDA

Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Envestnet Asset Management's WGS Position: Q2 2026 in Review

Envestnet Asset Management reduced its GeneDx Holdings (WGS) stake by 7.2% in Q2 2026, selling an estimated $190K and leaving 43,041 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Envestnet Asset Management first reported a position in WGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q1 2026. 151 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Envestnet Asset Management held 43,041 shares of GeneDx Holdings worth $2.95M as of Q2 2026.
Envestnet Asset Management sold 3,336 GeneDx Holdings shares in Q2 2026, an estimated $190K.
GeneDx Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2862 holding.
Envestnet Asset Management first reported a position in GeneDx Holdings in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's GeneDx Holdings position peaked at $2.98M in Q1 2026.
151 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.