Evolution Wealth Advisors’s GeneDx Holdings WGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
2,632
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $233K | Hold |
2,632
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $202K | Buy |
+2,632
| New | +$202K | 0.03% | 138 |
|
|
2023
Q2 | – | Sell |
-2,631
| Closed | -$31.7K | – | 124 |
|
|
2023
Q1 | $31.7K | Buy |
+2,631
| New | +$31.7K | 0.01% | 119 |
|
|
2021
Q3 | – | Sell |
-2,631
| Closed | -$1.22M | – | 690 |
|
|
2021
Q2 | $1.22M | Hold |
2,631
| – | – | 0.25% | 51 |
|
|
2021
Q1 | $1.29M | Hold |
2,631
| – | – | 0.29% | 52 |
|
|
2020
Q4 | $959K | Buy |
+2,631
| New | +$959K | 0.22% | 61 |
|