Jones Financial Companies
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Jones Financial Companies’s GeneDx Holdings WGS Stock Holding History

Jones Financial Companies’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 		$29.5K Buy
422
+51
+14% +$2.9K ﹤0.01% 3337
2026
Q1 		$21.2K Buy
371
+148
+66% +$13.5K ﹤0.01% 3272
2025
Q4 		$29K Buy
223
+9
+4% +$1.24K ﹤0.01% 2778
2025
Q3 		$25.1K Buy
214
+186
+664% +$20.3K ﹤0.01% 2679
2025
Q2 		$2.55K Hold
28
– – ﹤0.01% 3382
2025
Q1 		$2.58K Buy
+28
New +$2.43K ﹤0.01% 3188

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

Jones Financial Companies's WGS Position: Q2 2026 in Review

Jones Financial Companies increased its GeneDx Holdings (WGS) stake by 14% in Q2 2026, buying an estimated $2.9K and bringing the position to 422 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Jones Financial Companies first reported a position in WGS in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Jones Financial Companies held 422 shares of GeneDx Holdings worth $29.5K as of Q2 2026.
  • Jones Financial Companies bought 51 GeneDx Holdings shares in Q2 2026, an estimated $2.9K.
  • GeneDx Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3337 holding.
  • Jones Financial Companies first reported a position in GeneDx Holdings in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.