Oppenheimer & Co
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Oppenheimer & Co’s GeneDx Holdings WGS Stock Holding History

Oppenheimer & Co’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
Q3 		$503K Sell
6,961
-180
-3% -$13.9K 0.01% 1210
2026
Q2 		$490K Sell
7,141
-160
-2% -$9.09K 0.01% 1267
2026
Q1 		$469K Buy
+7,301
New +$666K 0.01% 1212
2025
Q4 		– Sell
-2,201
Closed -$237K – 1751
2025
Q3 		$237K Buy
+2,201
New +$240K ﹤0.01% 1479

Other funds holding WGS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co's WGS Position: Q3 2026 in Review

Oppenheimer & Co reduced its GeneDx Holdings (WGS) stake by 2.5% in Q3 2026, selling an estimated $13.9K and leaving 6,961 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1210.

Oppenheimer & Co first reported a position in WGS in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

  • Oppenheimer & Co held 6,961 shares of GeneDx Holdings worth $503K as of Q3 2026.
  • Oppenheimer & Co sold 180 GeneDx Holdings shares in Q3 2026, an estimated $13.9K.
  • GeneDx Holdings made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1210 holding.
  • Oppenheimer & Co first reported a position in GeneDx Holdings in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.