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Palisades Investment Partners’s GeneDx Holdings WGS Stock Holding History

Palisades Investment Partners’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 		– Sell
-91,996
Closed -$5.91M – 59
2026
Q1 		$5.91M Buy
91,996
+4,832
+6% +$441K 2.32% 17
2025
Q4 		$11.3M Buy
87,164
+2,421
+3% +$332K 4.28% 3
2025
Q3 		$9.13M Buy
84,743
+1,768
+2% +$193K 3.58% 6
2025
Q2 		$7.66M Sell
82,975
-938
-1% -$73.6K 3.35% 9
2025
Q1 		$7.43M Buy
83,913
+309
+0.4% +$26.8K 3.73% 7
2024
Q4 		$6.43M Buy
+83,604
New +$5.84M 2.71% 14

Other funds holding WGS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

Palisades Investment Partners's WGS Position: Q2 2026 in Review

Palisades Investment Partners sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 91,996 shares — an estimated $5.91M sold.

Palisades Investment Partners first reported a position in WGS in Q4 2024 and held it in 6 quarters. The position peaked at $11.3M in Q4 2025. 52 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Palisades Investment Partners reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
  • Palisades Investment Partners sold 91,996 GeneDx Holdings shares in Q2 2026, an estimated $5.91M.
  • Palisades Investment Partners first reported a position in GeneDx Holdings in Q4 2024 and held it in 6 quarters.
  • Palisades Investment Partners's GeneDx Holdings position peaked at $11.3M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.