NIA
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NIA Impact Advisors’s GeneDx Holdings WGS Stock Holding History

NIA Impact Advisors’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 		$3.21M Buy
46,731
+15,100
+48% +$858K 1.33% 34
2026
Q1 		$2.03M Buy
31,631
+999
+3% +$91.1K 0.9% 38
2025
Q4 		$3.98M Sell
30,632
-1,243
-4% -$171K 1.34% 31
2025
Q3 		$3.43M Buy
31,875
+14,752
+86% +$1.61M 1.12% 38
2025
Q2 		$1.58M Sell
17,123
-1,273
-7% -$99.9K 0.55% 58
2025
Q1 		$1.63M Sell
18,396
-860
-4% -$74.6K 0.6% 60
2024
Q4 		$1.48M Buy
+19,256
New +$1.35M 0.48% 65

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 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

NIA Impact Advisors's WGS Position: Q2 2026 in Review

NIA Impact Advisors increased its GeneDx Holdings (WGS) stake by 48% in Q2 2026, buying an estimated $858K and bringing the position to 46,731 shares worth $3.21M. The position accounts for 1.33% of the portfolio, ranked #34.

NIA Impact Advisors first reported a position in WGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • NIA Impact Advisors held 46,731 shares of GeneDx Holdings worth $3.21M as of Q2 2026.
  • NIA Impact Advisors bought 15,100 GeneDx Holdings shares in Q2 2026, an estimated $858K.
  • GeneDx Holdings made up 1.33% of NIA Impact Advisors's portfolio in Q2 2026, its #34 holding.
  • NIA Impact Advisors first reported a position in GeneDx Holdings in Q4 2024 and has held it in 7 quarters since.
  • NIA Impact Advisors's GeneDx Holdings position peaked at $3.98M in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.