Physician Wealth Advisors
WGS icon

Physician Wealth Advisors’s GeneDx Holdings WGS Stock Holding History

Physician Wealth 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 		– Sell
-5
Closed -$344 – 2613
2026
Q2 		$344 Buy
+5
New +$284 ﹤0.01% 2285
2026
Q1 		– Sell
-9
Closed -$1.17K – 2248
2025
Q4 		$1.17K Hold
9
– – ﹤0.01% 1531
2025
Q3 		$970 Hold
9
– – ﹤0.01% 1597
2025
Q2 		$831 Buy
+9
New +$707 ﹤0.01% 1538

Other funds holding WGS

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Zweig-DiMenna Associates
Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

Physician Wealth Advisors's WGS Position: Q3 2026 in Review

Physician Wealth Advisors sold out of GeneDx Holdings (WGS) in Q3 2026, closing a stake of 5 shares — an estimated $344 sold.

Physician Wealth Advisors first reported a position in WGS in Q2 2025 and held it in 4 quarters. The position peaked at $1.17K in Q4 2025. 97 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

  • Physician Wealth Advisors reported no remaining GeneDx Holdings position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 GeneDx Holdings shares in Q3 2026, an estimated $344.
  • Physician Wealth Advisors first reported a position in GeneDx Holdings in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's GeneDx Holdings position peaked at $1.17K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.