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LRI Investments’s GeneDx Holdings WGS Stock Holding History

LRI Investments’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 		$57.5K Buy
+837
New +$47.6K ﹤0.01% 539

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

LRI Investments's WGS Position: Q2 2026 in Review

LRI Investments opened a new position in GeneDx Holdings (WGS) in Q2 2026: 837 shares worth $57.5K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • LRI Investments held 837 shares of GeneDx Holdings worth $57.5K as of Q2 2026.
  • GeneDx Holdings was a new LRI Investments position in Q2 2026.
  • GeneDx Holdings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #539 holding.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.