EverSource Wealth Advisors
WGS icon

EverSource Wealth Advisors’s GeneDx Holdings WGS Stock Holding History

EverSource Wealth Advisors’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 		$6.38K Buy
93
+54
+138% +$3.07K ﹤0.01% 3160
2026
Q1 		$2.5K Buy
39
+28
+255% +$2.55K ﹤0.01% 3566
2025
Q4 		$1.43K Buy
11
+3
+38% +$412 ﹤0.01% 3608
2025
Q3 		$861 Buy
8
+1
+14% +$109 ﹤0.01% 3806
2025
Q2 		$646 Hold
7
– – ﹤0.01% 3835
2025
Q1 		$620 Buy
+7
New +$607 ﹤0.01% 3392

Other funds holding WGS

Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 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
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
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

EverSource Wealth Advisors's WGS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its GeneDx Holdings (WGS) stake by 138% in Q2 2026, buying an estimated $3.07K and bringing the position to 93 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

EverSource Wealth Advisors first reported a position in WGS in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • EverSource Wealth Advisors held 93 shares of GeneDx Holdings worth $6.38K as of Q2 2026.
  • EverSource Wealth Advisors bought 54 GeneDx Holdings shares in Q2 2026, an estimated $3.07K.
  • GeneDx Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3160 holding.
  • EverSource Wealth Advisors first reported a position in GeneDx Holdings in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.