MWM
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Mindset Wealth Management’s GeneDx Holdings WGS Stock Holding History

Mindset Wealth 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
Q1 		– Sell
-2,390
Closed -$311K – 196
2025
Q4 		$311K Buy
2,390
+377
+19% +$51.7K 0.08% 124
2025
Q3 		$217K Buy
+2,013
New +$219K 0.06% 158

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

Mindset Wealth Management's WGS Position: Q1 2026 in Review

Mindset Wealth Management sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 2,390 shares — an estimated $311K sold.

Mindset Wealth Management first reported a position in WGS in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Mindset Wealth Management reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 2,390 GeneDx Holdings shares in Q1 2026, an estimated $311K.
  • Mindset Wealth Management first reported a position in GeneDx Holdings in Q3 2025 and held it in 2 quarters.
  • Mindset Wealth Management's GeneDx Holdings position peaked at $311K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.