PFG Investments’s GeneDx Holdings WGS Stock Holding History

PFG Investments’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
2025 Q2	–	Sell	-4,874	Closed	-$432K	–	1130
2025 Q1	$432K	Buy	4,874 +1,600	+49%	+$139K	0.03%	554
2024 Q4	$252K	Buy	+3,274	New	+$229K	0.02%	791
2024 Q2	–	Sell	-10,424	Closed	-$95.2K	–	1103
2024 Q1	$95.2K	Buy	+10,424	New	+$62.6K	0.01%	970

Other funds holding WGS

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

PFG Investments's WGS Position: Q2 2025 in Review

PFG Investments sold out of GeneDx Holdings (WGS) in Q2 2025, closing a stake of 4,874 shares — an estimated $432K sold.

PFG Investments first reported a position in WGS in Q1 2024 and held it in 3 quarters. The position peaked at $432K in Q1 2025. 231 funds tracked by Wall St. Rank hold WGS as of Q2 2025.

PFG Investments reported no remaining GeneDx Holdings position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 4,874 GeneDx Holdings shares in Q2 2025, an estimated $432K.
PFG Investments first reported a position in GeneDx Holdings in Q1 2024 and held it in 3 quarters.
PFG Investments's GeneDx Holdings position peaked at $432K in Q1 2025.
231 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.