Parallel Advisors’s GeneDx Holdings WGS Stock Holding History

Parallel Advisors’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 Q3	$3.18K	Buy	44 +2	+5%	+$155	﹤0.01%	3520
2026 Q2	$2.88K	Buy	+42	New	+$2.39K	﹤0.01%	3420
2026 Q1	–	Sell	-4	Closed	-$520	–	3964
2025 Q4	$520	Hold	4	–	–	﹤0.01%	3396
2025 Q3	$431	Buy	4 +3	+300%	+$327	﹤0.01%	3351
2025 Q2	$49	Buy	+1	New	+$79	﹤0.01%	3495
2025 Q1	–	Sell	-3	Closed	-$231	–	3684
2024 Q4	$231	Buy	+3	New	+$210	﹤0.01%	3355
2021 Q3	–	Sell	-102	Closed	-$47K	–	3286
2021 Q2	$47K	Buy	102 +45	+79%	+$19.3K	﹤0.01%	1277
2021 Q1	$28K	Buy	+57	New	+$29.6K	﹤0.01%	1450

Other funds holding WGS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Parallel Advisors's WGS Position: Q3 2026 in Review

Parallel Advisors increased its GeneDx Holdings (WGS) stake by 4.8% in Q3 2026, buying an estimated $155 and bringing the position to 44 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Parallel Advisors first reported a position in WGS in Q1 2021 and has held it in 8 quarters since. The position peaked at $47K in Q2 2021. 45 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Parallel Advisors held 44 shares of GeneDx Holdings worth $3.18K as of Q3 2026.
Parallel Advisors bought 2 GeneDx Holdings shares in Q3 2026, an estimated $155.
GeneDx Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3520 holding.
Parallel Advisors first reported a position in GeneDx Holdings in Q1 2021 and has held it in 8 quarters since.
Parallel Advisors's GeneDx Holdings position peaked at $47K in Q2 2021.
45 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.