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 Q3	$5.13K	Buy	71 +35	+97%	+$2.71K	﹤0.01%	4995
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 $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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

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

Farther Finance Advisors's WGS Position: Q3 2026 in Review

Farther Finance Advisors increased its GeneDx Holdings (WGS) stake by 97% in Q3 2026, buying an estimated $2.71K and bringing the position to 71 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4995.

Farther Finance Advisors first reported a position in WGS in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.59K in Q4 2025. 13 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Farther Finance Advisors held 71 shares of GeneDx Holdings worth $5.13K as of Q3 2026.
Farther Finance Advisors bought 35 GeneDx Holdings shares in Q3 2026, an estimated $2.71K.
GeneDx Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4995 holding.
Farther Finance Advisors first reported a position in GeneDx Holdings in Q2 2025 and has held it in 6 quarters since.
Farther Finance Advisors's GeneDx Holdings position peaked at $5.59K in Q4 2025.
13 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.