LPL Financial’s GeneDx Holdings WGS Stock Holding History

LPL Financial’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	$631K	Sell	9,195 -6,821	-43%	-$388K	﹤0.01%	4823
2026 Q1	$1.03M	Buy	16,016 +6,157	+62%	+$561K	﹤0.01%	4148
2025 Q4	$1.28M	Buy	9,859 +1,083	+12%	+$149K	﹤0.01%	3818
2025 Q3	$946K	Sell	8,776 -45,926	-84%	-$5M	﹤0.01%	4050
2025 Q2	$5.05M	Buy	54,702 +11,597	+27%	+$910K	﹤0.01%	2296
2025 Q1	$3.82M	Buy	43,105 +7,484	+21%	+$649K	﹤0.01%	2382
2024 Q4	$2.74M	Buy	+35,621	New	+$2.49M	﹤0.01%	2583

Other funds holding WGS

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial's WGS Position: Q2 2026 in Review

LPL Financial reduced its GeneDx Holdings (WGS) stake by 43% in Q2 2026, selling an estimated $388K and leaving 9,195 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #4823.

LPL Financial first reported a position in WGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q2 2025. 77 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

LPL Financial held 9,195 shares of GeneDx Holdings worth $631K as of Q2 2026.
LPL Financial sold 6,821 GeneDx Holdings shares in Q2 2026, an estimated $388K.
GeneDx Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4823 holding.
LPL Financial first reported a position in GeneDx Holdings in Q4 2024 and has held it in 7 quarters since.
LPL Financial's GeneDx Holdings position peaked at $5.05M in Q2 2025.
77 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.