Essential Partners’s GeneDx Holdings WGS Stock Holding History

Essential Partners’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 Q3	$3.98K	Hold	55	–	–	﹤0.01%	1619
2026 Q2	$3.78K	Buy	55 +19	+53%	+$1.08K	﹤0.01%	1673
2026 Q1	$2.31K	Sell	36 -8	-18%	-$729	﹤0.01%	1947
2025 Q4	$5.72K	Buy	44 +5	+13%	+$686	﹤0.01%	1378
2025 Q3	$4.2K	Buy	39 +3	+8%	+$327	﹤0.01%	1491
2025 Q2	$3.32K	Buy	+36	New	+$2.83K	﹤0.01%	1165

Other funds holding WGS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's WGS Position: Q3 2026 in Review

Essential Partners held its GeneDx Holdings (WGS) position steady in Q3 2026 at 55 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Essential Partners first reported a position in WGS in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.72K in Q4 2025. 13 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Essential Partners held 55 shares of GeneDx Holdings worth $3.98K as of Q3 2026.
Essential Partners left its GeneDx Holdings share count unchanged in Q3 2026.
GeneDx Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1619 holding.
Essential Partners first reported a position in GeneDx Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's GeneDx Holdings position peaked at $5.72K in Q4 2025.
13 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.