GK Wealth Management’s GeneDx Holdings WGS Stock Holding History

GK Wealth Management’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	$1.59K	Buy	+22	New	+$1.71K	﹤0.01%	1378

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

GK Wealth Management's WGS Position: Q3 2026 in Review

GK Wealth Management opened a new position in GeneDx Holdings (WGS) in Q3 2026: 22 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

13 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

GK Wealth Management held 22 shares of GeneDx Holdings worth $1.59K as of Q3 2026.
GeneDx Holdings was a new GK Wealth Management position in Q3 2026.
GeneDx Holdings made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1378 holding.
13 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.