Global Retirement Partners’s GeneDx Holdings WGS Stock Holding History

Global Retirement 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
2026 Q2	$1.51K	Buy	+22	New	+$1.25K	﹤0.01%	4110
2025 Q4	$12K	Buy	92 +88	+2,200%	+$12.1K	﹤0.01%	3087
2025 Q3	$431	Buy	4 +1	+33%	+$109	﹤0.01%	3659
2025 Q2	$277	Buy	+3	New	+$236	﹤0.01%	3644
2024 Q4	$28.1K	Buy	+366	New	+$25.6K	﹤0.01%	1898
2023 Q2	–	Sell	-5	Closed	-$1.3K	–	3257
2023 Q1	$1.3K	Buy	+5	New	+$67	﹤0.01%	2645

Other funds holding WGS

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

Casdin Capital New York $2B AUM 147.21% 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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Global Retirement Partners's WGS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in GeneDx Holdings (WGS) in Q2 2026: 22 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #4110 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WGS as recently as Q4 2025.

Global Retirement Partners first reported a position in WGS in Q1 2023 and has held it in 6 quarters since. The position peaked at $28.1K in Q4 2024. 222 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Global Retirement Partners held 22 shares of GeneDx Holdings worth $1.51K as of Q2 2026.
GeneDx Holdings was a new Global Retirement Partners position in Q2 2026.
GeneDx Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4110 holding.
Global Retirement Partners first reported a position in GeneDx Holdings in Q1 2023 and has held it in 6 quarters since.
Global Retirement Partners's GeneDx Holdings position peaked at $28.1K in Q4 2024.
222 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.