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 $1.32B AUM 76.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $2.16B 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $153M AUM 42.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return