Mission Wealth Management
WGS icon

Mission Wealth Management’s GeneDx Holdings WGS Stock Holding History

Mission 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
2025
Q1 		– Sell
-5,000
Closed -$384K – 716
2024
Q4 		$384K Buy
+5,000
New +$349K 0.01% 492

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Summit Partners Public Asset Management
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William Blair Investment Management
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BlackRock
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Mission Wealth Management's WGS Position: Q1 2025 in Review

Mission Wealth Management sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 5,000 shares — an estimated $384K sold.

Mission Wealth Management first reported a position in WGS in Q4 2024 and held it in 1 quarter. The position peaked at $384K in Q4 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

  • Mission Wealth Management reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
  • Mission Wealth Management sold 5,000 GeneDx Holdings shares in Q1 2025, an estimated $384K.
  • Mission Wealth Management first reported a position in GeneDx Holdings in Q4 2024 and held it in 1 quarter.
  • Mission Wealth Management's GeneDx Holdings position peaked at $384K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.