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 Q3	$409K	Buy	5,652 +16	+0.3%	+$1.24K	0.01%	995
2026 Q2	$387K	Buy	5,636 +10	+0.2%	+$568	0.01%	1001
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

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

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

Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

Perigon Wealth Management's WGS Position: Q3 2026 in Review

Perigon Wealth Management increased its GeneDx Holdings (WGS) stake by 0.28% in Q3 2026, buying an estimated $1.24K and bringing the position to 5,652 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #995.

Perigon Wealth Management first reported a position in WGS in Q2 2025 and has held it in 6 quarters since. The position peaked at $667K in Q4 2025. 45 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Perigon Wealth Management held 5,652 shares of GeneDx Holdings worth $409K as of Q3 2026.
Perigon Wealth Management bought 16 GeneDx Holdings shares in Q3 2026, an estimated $1.24K.
GeneDx Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #995 holding.
Perigon Wealth Management first reported a position in GeneDx Holdings in Q2 2025 and has held it in 6 quarters since.
Perigon Wealth Management's GeneDx Holdings position peaked at $667K in Q4 2025.
45 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.