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Prestige Wealth Management Group’s GeneDx Holdings WGS Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-100
Closed -$13K – 1175
2025
Q4 		$13K Hold
100
– – ﹤0.01% 404
2025
Q3 		$10.8K Hold
100
– – ﹤0.01% 435
2025
Q2 		$9.23K Hold
100
– – ﹤0.01% 452
2025
Q1 		$8.86K Hold
100
– – ﹤0.01% 460
2024
Q4 		$7.69K Buy
+100
New +$6.99K ﹤0.01% 516

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Prestige Wealth Management Group's WGS Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 100 shares — an estimated $13K sold.

Prestige Wealth Management Group first reported a position in WGS in Q4 2024 and held it in 5 quarters. The position peaked at $13K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 GeneDx Holdings shares in Q1 2026, an estimated $13K.
  • Prestige Wealth Management Group first reported a position in GeneDx Holdings in Q4 2024 and held it in 5 quarters.
  • Prestige Wealth Management Group's GeneDx Holdings position peaked at $13K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.