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

Perigon 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
2026
Q1 		$361K Buy
5,626
+501
+10% +$45.7K 0.01% 948
2025
Q4 		$667K Buy
5,125
+48
+0.9% +$6.59K 0.01% 671
2025
Q3 		$547K Sell
5,077
-108
-2% -$11.8K 0.01% 702
2025
Q2 		$479K Buy
+5,185
New +$407K 0.01% 682

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Perigon Wealth Management's WGS Position: Q1 2026 in Review

Perigon Wealth Management increased its GeneDx Holdings (WGS) stake by 9.8% in Q1 2026, buying an estimated $45.7K and bringing the position to 5,626 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #948.

Perigon Wealth Management first reported a position in WGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $667K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Perigon Wealth Management held 5,626 shares of GeneDx Holdings worth $361K as of Q1 2026.
  • Perigon Wealth Management bought 501 GeneDx Holdings shares in Q1 2026, an estimated $45.7K.
  • GeneDx Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #948 holding.
  • Perigon Wealth Management first reported a position in GeneDx Holdings in Q2 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's GeneDx Holdings position peaked at $667K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.