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
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

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Perigon Wealth Management's WGS Position: Q2 2026 in Review

Perigon Wealth Management increased its GeneDx Holdings (WGS) stake by 0.18% in Q2 2026, buying an estimated $568 and bringing the position to 5,636 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #1001.

Perigon Wealth Management first reported a position in WGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $667K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Perigon Wealth Management held 5,636 shares of GeneDx Holdings worth $387K as of Q2 2026.
  • Perigon Wealth Management bought 10 GeneDx Holdings shares in Q2 2026, an estimated $568.
  • GeneDx Holdings made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1001 holding.
  • Perigon Wealth Management first reported a position in GeneDx Holdings in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's GeneDx Holdings position peaked at $667K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.