IEQ Capital’s GeneDx Holdings WGS Stock Holding History

IEQ Capital’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	-2,857	Closed	-$220K	–	1749
2024 Q4	$220K	Buy	+2,857	New	+$200K	﹤0.01%	1165

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

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

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

IEQ Capital's WGS Position: Q1 2025 in Review

IEQ Capital sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 2,857 shares — an estimated $220K sold.

IEQ Capital first reported a position in WGS in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

IEQ Capital reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 2,857 GeneDx Holdings shares in Q1 2025, an estimated $220K.
IEQ Capital first reported a position in GeneDx Holdings in Q4 2024 and held it in 1 quarter.
IEQ Capital's GeneDx Holdings position peaked at $220K in Q4 2024.
225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.