JG
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Joel Greenblatt’s GeneDx Holdings WGS Stock Holding History

Joel Greenblatt’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
-4,494
Closed -$415K – 1837
2025
Q2 		$415K Sell
4,494
-9,271
-67% -$728K ﹤0.01% 1378
2025
Q1 		$1.22M Sell
13,765
-2,822
-17% -$245K 0.01% 944
2024
Q4 		$1.27M Buy
16,587
+3,109
+23% +$217K 0.01% 842
2024
Q3 		$572K Buy
+13,478
New +$455K 0.01% 1070

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $1.15T AUM 47.82% 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 $5.69B AUM 259.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Joel Greenblatt's WGS Position: Q3 2025 in Review

Joel Greenblatt sold out of GeneDx Holdings (WGS) in Q3 2025, closing a stake of 4,494 shares — an estimated $415K sold.

Joel Greenblatt first reported a position in WGS in Q3 2024 and held it in 4 quarters. The position peaked at $1.27M in Q4 2024. 268 funds tracked by Wall St. Rank hold WGS as of Q3 2025.

  • Joel Greenblatt reported no remaining GeneDx Holdings position as of Q3 2025 after selling out during the quarter.
  • Joel Greenblatt sold 4,494 GeneDx Holdings shares in Q3 2025, an estimated $415K.
  • Joel Greenblatt first reported a position in GeneDx Holdings in Q3 2024 and held it in 4 quarters.
  • Joel Greenblatt's GeneDx Holdings position peaked at $1.27M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.