Gagnon Advisors’s GeneDx Holdings WGS Stock Holding History

Gagnon 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	$9.52M	Buy	148,225 +21,163	+17%	+$1.93M	7%	6
2025 Q4	$16.5M	Hold	127,062	–	–	10.49%	1
2025 Q3	$13.7M	Hold	127,062	–	–	8.45%	2
2025 Q2	$11.7M	Hold	127,062	–	–	7.88%	1
2025 Q1	$11.3M	Sell	127,062 -60,556	-32%	-$5.25M	7.94%	2
2024 Q4	$14.4M	Sell	187,618 -67,441	-26%	-$4.71M	9.23%	1
2024 Q3	$10.8M	Hold	255,059	–	–	6.99%	3
2024 Q2	$6.67M	Buy	255,059 +43,666	+21%	+$828K	5.08%	6
2024 Q1	$1.93M	Buy	211,393 +62,059	+42%	+$373K	1.67%	20
2023 Q4	$411K	Hold	149,334	–	–	0.36%	24
2023 Q3	$544K	Buy	149,334 +15	+0%	+$82	0.45%	26
2023 Q2	$890K	Buy	149,319 +19,019	+15%	+$151K	0.6%	27
2023 Q1	$1.57M	Buy	130,300 +107,903	+482%	+$1.44M	1.05%	24
2022 Q4	$195K	Hold	22,397	–	–	0.13%	28
2022 Q3	$649K	Sell	22,397 -22,397	-50%	-$1.03M	0.42%	29
2022 Q2	$1.86M	Hold	44,794	–	–	1.13%	26
2022 Q1	$4.54M	Buy	44,794 +22,397	+100%	+$2.49M	2.09%	21
2021 Q4	$3.3M	Buy	22,397 +11,172	+100%	+$2.5M	1.31%	24
2021 Q3	$2.81M	Buy	+11,225	New	+$3.86M	1.12%	28

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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