OWP
WGRX

ORG Wealth Partners’s Wellgistics Health WGRX Stock Holding History

ORG Wealth Partners’s Portfolio WGRX Stock Details WGRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$88.7K – 662
2025
Q3 		$88.7K Buy
+2,000
New +$106K 0.02% 288

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VFIC
Valley Forge Investment Consultants Audubon, Pennsylvania $334M AUM 17.84% 1-Year Est. Return

ORG Wealth Partners's WGRX Position: Q4 2025 in Review

ORG Wealth Partners sold out of Wellgistics Health (WGRX) in Q4 2025, closing a stake of 2,000 shares — an estimated $88.7K sold.

ORG Wealth Partners first reported a position in WGRX in Q3 2025 and held it in 1 quarter. The position peaked at $88.7K in Q3 2025. 19 funds tracked by Wall St. Rank hold WGRX as of Q4 2025.

  • ORG Wealth Partners reported no remaining Wellgistics Health position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 2,000 Wellgistics Health shares in Q4 2025, an estimated $88.7K.
  • ORG Wealth Partners first reported a position in Wellgistics Health in Q3 2025 and held it in 1 quarter.
  • ORG Wealth Partners's Wellgistics Health position peaked at $88.7K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Wellgistics Health as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.