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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,303
Closed -$638K – 195
2024
Q4 		$638K Buy
8,303
+1,542
+23% +$119K 0.24% 73
2024
Q3 		$287K Buy
+6,761
New +$287K 0.11% 117