KWM
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Keebeck Wealth Management’s GeneDx Holdings WGS Stock Holding History

Keebeck Wealth Management’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
Q1 		$277K Buy
4,310
+513
+14% +$46.8K 0.03% 340
2025
Q4 		$494K Buy
+3,797
New +$521K 0.06% 223

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Keebeck Wealth Management's WGS Position: Q1 2026 in Review

Keebeck Wealth Management increased its GeneDx Holdings (WGS) stake by 14% in Q1 2026, buying an estimated $46.8K and bringing the position to 4,310 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #340.

Keebeck Wealth Management first reported a position in WGS in Q4 2025 and has held it in 2 quarters since. The position peaked at $494K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Keebeck Wealth Management held 4,310 shares of GeneDx Holdings worth $277K as of Q1 2026.
  • Keebeck Wealth Management bought 513 GeneDx Holdings shares in Q1 2026, an estimated $46.8K.
  • GeneDx Holdings made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Keebeck Wealth Management first reported a position in GeneDx Holdings in Q4 2025 and has held it in 2 quarters since.
  • Keebeck Wealth Management's GeneDx Holdings position peaked at $494K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.