PWM
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Palumbo Wealth Management’s GeneDx Holdings WGS Stock Holding History

Palumbo Wealth Management’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
2025
Q1 		– Sell
-8,303
Closed -$638K – 195
2024
Q4 		$638K Buy
8,303
+1,542
+23% +$108K 0.24% 73
2024
Q3 		$287K Buy
+6,761
New +$228K 0.11% 117

Other funds holding WGS

CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Palumbo Wealth Management's WGS Position: Q1 2025 in Review

Palumbo Wealth Management sold out of GeneDx Holdings (WGS) in Q1 2025, closing a stake of 8,303 shares — an estimated $638K sold.

Palumbo Wealth Management first reported a position in WGS in Q3 2024 and held it in 2 quarters. The position peaked at $638K in Q4 2024. 225 funds tracked by Wall St. Rank hold WGS as of Q1 2025.

  • Palumbo Wealth Management reported no remaining GeneDx Holdings position as of Q1 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 8,303 GeneDx Holdings shares in Q1 2025, an estimated $638K.
  • Palumbo Wealth Management first reported a position in GeneDx Holdings in Q3 2024 and held it in 2 quarters.
  • Palumbo Wealth Management's GeneDx Holdings position peaked at $638K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2025.

Based on Palumbo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.