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Evolution Wealth Advisors’s GeneDx Holdings WGS Stock Holding History

Evolution 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
Q1 		– Sell
-2,632
Closed -$342K – 186
2025
Q4 		$342K Hold
2,632
– – 0.03% 123
2025
Q3 		$284K Hold
2,632
– – 0.04% 133
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 +$184K 0.03% 138
2023
Q2 		– Sell
-2,631
Closed -$31.7K – 124
2023
Q1 		$31.7K Buy
+2,631
New +$35.1K 0.01% 119
2021
Q3 		– Sell
-2,631
Closed -$1.22M – 686
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 +$917K 0.22% 61

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evolution Wealth Advisors's WGS Position: Q1 2026 in Review

Evolution Wealth Advisors sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 2,632 shares — an estimated $342K sold.

Evolution Wealth Advisors first reported a position in WGS in Q4 2020 and held it in 9 quarters. The position peaked at $1.29M in Q1 2021. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Evolution Wealth Advisors reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,632 GeneDx Holdings shares in Q1 2026, an estimated $342K.
  • Evolution Wealth Advisors first reported a position in GeneDx Holdings in Q4 2020 and held it in 9 quarters.
  • Evolution Wealth Advisors's GeneDx Holdings position peaked at $1.29M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.