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Paloma Partners’s GeneDx Holdings WGS Stock Holding History

Paloma 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
2024
Q4 		– Sell
-20,633
Closed -$876K – 1095
2024
Q3 		$876K Hold
20,633
– – 0.02% 454
2024
Q2 		$539K Hold
20,633
– – 0.02% 712
2024
Q1 		$188K Hold
20,633
– – 0.01% 609
2023
Q4 		$56.7K Hold
20,633
– – ﹤0.01% 656
2023
Q3 		$75.1K Hold
20,633
– – ﹤0.01% 627
2023
Q2 		$123K Buy
20,633
+20,008
+3,201% +$158K ﹤0.01% 639
2023
Q1 		$7.53K Hold
625
– – ﹤0.01% 730
2022
Q4 		$335 Hold
625
– – ﹤0.01% 883
2022
Q3 		$18K Hold
625
– – ﹤0.01% 932
2022
Q2 		$26K Hold
625
– – ﹤0.01% 1044
2022
Q1 		$63K Hold
625
– – ﹤0.01% 1652
2021
Q4 		$92K Buy
+625
New +$140K ﹤0.01% 1781

Other funds holding WGS

CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return