Kovack Advisors’s GeneDx Holdings WGS Stock Holding History

Kovack 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
2026 Q2	$2.96M	Buy	43,092 +9,132	+27%	+$519K	0.14%	141
2026 Q1	$2.18M	Buy	+33,960	New	+$3.1M	0.12%	171
2025 Q4	–	Sell	-2,868	Closed	-$309K	–	1031
2025 Q3	$309K	Buy	2,868 +358	+14%	+$39K	0.03%	458
2025 Q2	$232K	Buy	+2,510	New	+$197K	0.02%	528

Other funds holding WGS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kovack Advisors's WGS Position: Q2 2026 in Review

Kovack Advisors increased its GeneDx Holdings (WGS) stake by 27% in Q2 2026, buying an estimated $519K and bringing the position to 43,092 shares worth $2.96M. The position accounts for 0.14% of the portfolio, ranked #141.

Kovack Advisors first reported a position in WGS in Q2 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Kovack Advisors held 43,092 shares of GeneDx Holdings worth $2.96M as of Q2 2026.
Kovack Advisors bought 9,132 GeneDx Holdings shares in Q2 2026, an estimated $519K.
GeneDx Holdings made up 0.14% of Kovack Advisors's portfolio in Q2 2026, its #141 holding.
Kovack Advisors first reported a position in GeneDx Holdings in Q2 2025 and has held it in 4 quarters since.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.