MAI Capital Management’s GeneDx Holdings WGS Stock Holding History

MAI Capital 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 Q2	–	Sell	-3	Closed	-$193	–	4695
2026 Q1	$193	Buy	+3	New	+$274	﹤0.01%	4629
2025 Q3	–	Sell	-1	Closed	-$93	–	4149
2025 Q2	$93	Hold	1	–	–	﹤0.01%	3897
2025 Q1	$89	Hold	1	–	–	﹤0.01%	3364
2024 Q4	$77	Buy	+1	New	+$70	﹤0.01%	3440

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

MAI Capital Management's WGS Position: Q2 2026 in Review

MAI Capital Management sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 3 shares — an estimated $193 sold.

MAI Capital Management first reported a position in WGS in Q4 2024 and held it in 4 quarters. The position peaked at $193 in Q1 2026. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

MAI Capital Management reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3 GeneDx Holdings shares in Q2 2026, an estimated $193.
MAI Capital Management first reported a position in GeneDx Holdings in Q4 2024 and held it in 4 quarters.
MAI Capital Management's GeneDx Holdings position peaked at $193 in Q1 2026.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.