Farther Finance Advisors’s GeneDx Holdings WGS Stock Holding History

Farther Finance 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	$2.47K	Buy	36 +6	+20%	+$341	﹤0.01%	5099
2026 Q1	$1.97K	Sell	30 -13	-30%	-$1.19K	﹤0.01%	4907
2025 Q4	$5.59K	Buy	43 +37	+617%	+$5.08K	﹤0.01%	4248
2025 Q3	$646	Buy	6 +4	+200%	+$436	﹤0.01%	4479
2025 Q2	$185	Buy	+2	New	+$157	﹤0.01%	4221

Other funds holding WGS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's WGS Position: Q2 2026 in Review

Farther Finance Advisors increased its GeneDx Holdings (WGS) stake by 20% in Q2 2026, buying an estimated $341 and bringing the position to 36 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #5099.

Farther Finance Advisors first reported a position in WGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.59K in Q4 2025. 25 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Farther Finance Advisors held 36 shares of GeneDx Holdings worth $2.47K as of Q2 2026.
Farther Finance Advisors bought 6 GeneDx Holdings shares in Q2 2026, an estimated $341.
GeneDx Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5099 holding.
Farther Finance Advisors first reported a position in GeneDx Holdings in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's GeneDx Holdings position peaked at $5.59K in Q4 2025.
25 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.