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Godfrey Financial Associates’s GeneDx Holdings WGS Stock Holding History

Godfrey Financial Associates’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 		$69 Sell
1
-2
-67% -$114 ﹤0.01% 1065
2026
Q1 		$193 Hold
3
– – ﹤0.01% 1007
2025
Q4 		$390 Buy
+3
New +$412 ﹤0.01% 882

Other funds holding WGS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Godfrey Financial Associates's WGS Position: Q2 2026 in Review

Godfrey Financial Associates reduced its GeneDx Holdings (WGS) stake by 67% in Q2 2026, selling an estimated $114 and leaving 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Godfrey Financial Associates first reported a position in WGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $390 in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Godfrey Financial Associates held 1 share of GeneDx Holdings worth $69 as of Q2 2026.
  • Godfrey Financial Associates sold 2 GeneDx Holdings shares in Q2 2026, an estimated $114.
  • GeneDx Holdings made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #1065 holding.
  • Godfrey Financial Associates first reported a position in GeneDx Holdings in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's GeneDx Holdings position peaked at $390 in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.