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Pinnacle Wealth Planning Services’s GeneDx Holdings WGS Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-1
Closed -$64 – 2832
2026
Q1 		$64 Hold
1
– – ﹤0.01% 2718
2025
Q4 		$130 Buy
+1
New +$137 ﹤0.01% 2727

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 40.91% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's WGS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 1 share — an estimated $64 sold.

Pinnacle Wealth Planning Services first reported a position in WGS in Q4 2025 and held it in 2 quarters. The position peaked at $130 in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1 GeneDx Holdings share in Q2 2026, an estimated $64.
  • Pinnacle Wealth Planning Services first reported a position in GeneDx Holdings in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's GeneDx Holdings position peaked at $130 in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.