Gen-Wealth Partners’s GeneDx Holdings WGS Stock Holding History

Gen-Wealth Partners’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
2025 Q1	–	Sell	-1,055	Closed	-$81.1K	–	671
2024 Q4	$81.1K	Buy	+1,055	New	+$73.7K	0.03%	313

Other funds holding WGS

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Gen-Wealth Partners's WGS Position: Q1 2025 in Review

Gen-Wealth Partners sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 1,055 shares — an estimated $81.1K sold.

Gen-Wealth Partners first reported a position in WGS in Q4 2024 and held it in 1 quarter. The position peaked at $81.1K in Q4 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

Gen-Wealth Partners reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
Gen-Wealth Partners sold 1,055 GeneDx Holdings shares in Q1 2025, an estimated $81.1K.
Gen-Wealth Partners first reported a position in GeneDx Holdings in Q4 2024 and held it in 1 quarter.
Gen-Wealth Partners's GeneDx Holdings position peaked at $81.1K in Q4 2024.
225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.