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Independent Financial Group’s GeneDx Holdings WGS Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-6,300
Closed -$582K – 1434
2025
Q2 		$582K Buy
+6,300
New +$495K 0.02% 714

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Financial Group's WGS Position: Q3 2025 in Review

Independent Financial Group sold out of GeneDx Holdings (WGS) in Q3 2025, closing a stake of 6,300 shares — an estimated $582K sold.

Independent Financial Group first reported a position in WGS in Q2 2025 and held it in 1 quarter. The position peaked at $582K in Q2 2025. 268 funds tracked by Wall St. Rank hold WGS as of Q3 2025.

  • Independent Financial Group reported no remaining GeneDx Holdings position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 6,300 GeneDx Holdings shares in Q3 2025, an estimated $582K.
  • Independent Financial Group first reported a position in GeneDx Holdings in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's GeneDx Holdings position peaked at $582K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.