Optimize Financial’s GeneDx Holdings WGS Stock Holding History

Optimize Financial’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	-3,249	Closed	-$423K	–	473
2025 Q4	$423K	Buy	3,249 +44	+1%	+$6.04K	0.21%	197
2025 Q3	$345K	Buy	+3,205	New	+$349K	0.18%	233

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimize Financial's WGS Position: Q1 2026 in Review

Optimize Financial sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 3,249 shares — an estimated $423K sold.

Optimize Financial first reported a position in WGS in Q3 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Optimize Financial reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 3,249 GeneDx Holdings shares in Q1 2026, an estimated $423K.
Optimize Financial first reported a position in GeneDx Holdings in Q3 2025 and held it in 2 quarters.
Optimize Financial's GeneDx Holdings position peaked at $423K in Q4 2025.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.