KAS
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Kestra Advisory Services’s GeneDx Holdings WGS Stock Holding History

Kestra Advisory Services’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 		– Sell
-208
Closed -$27.1K – 4388
2025
Q4 		$27.1K Buy
+208
New +$28.5K ﹤0.01% 4346
2022
Q3 		– Sell
-560
Closed -$23K – 2248
2022
Q2 		$23K Buy
+560
New +$38K ﹤0.01% 2083

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

Kestra Advisory Services's WGS Position: Q1 2026 in Review

Kestra Advisory Services sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 208 shares — an estimated $27.1K sold.

Kestra Advisory Services first reported a position in WGS in Q2 2022 and held it in 2 quarters. The position peaked at $27.1K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Kestra Advisory Services reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 208 GeneDx Holdings shares in Q1 2026, an estimated $27.1K.
  • Kestra Advisory Services first reported a position in GeneDx Holdings in Q2 2022 and held it in 2 quarters.
  • Kestra Advisory Services's GeneDx Holdings position peaked at $27.1K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.