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 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

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

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

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

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Physician Wealth Advisors's WGS Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in GeneDx Holdings (WGS) in Q2 2026: 5 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in WGS as recently as Q4 2025.

Physician Wealth Advisors first reported a position in WGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Physician Wealth Advisors held 5 shares of GeneDx Holdings worth $344 as of Q2 2026.
GeneDx Holdings was a new Physician Wealth Advisors position in Q2 2026.
GeneDx Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2285 holding.
Physician Wealth Advisors first reported a position in GeneDx Holdings in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's GeneDx Holdings position peaked at $1.17K in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.