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Jackson Creek Investment Advisors’s GeneDx Holdings WGS Stock Holding History

Jackson Creek Investment Advisors’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
Q4 		– Sell
-17,712
Closed -$1.91M – 372
2025
Q3 		$1.91M Sell
17,712
-9
-0.1% -$981 0.55% 63
2025
Q2 		$1.64M Buy
17,721
+2,161
+14% +$170K 0.44% 110
2025
Q1 		$1.38M Buy
+15,560
New +$1.35M 0.44% 108

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jackson Creek Investment Advisors's WGS Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of GeneDx Holdings (WGS) in Q4 2025, closing a stake of 17,712 shares — an estimated $1.91M sold.

Jackson Creek Investment Advisors first reported a position in WGS in Q1 2025 and held it in 3 quarters. The position peaked at $1.91M in Q3 2025. 286 funds tracked by Wall St. Rank hold WGS as of Q4 2025.

  • Jackson Creek Investment Advisors reported no remaining GeneDx Holdings position as of Q4 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 17,712 GeneDx Holdings shares in Q4 2025, an estimated $1.91M.
  • Jackson Creek Investment Advisors first reported a position in GeneDx Holdings in Q1 2025 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's GeneDx Holdings position peaked at $1.91M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.