Principal Financial Group’s GeneDx Holdings WGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
13,539
-58,045
| -81% | -$5.36M | ﹤0.01% | 1855 |
|
|
2025
Q1 | $6.34M | Buy |
71,584
+55,833
| +354% | +$4.94M | ﹤0.01% | 1475 |
|
|
2024
Q4 | $1.21M | Buy |
15,751
+1,511
| +11% | +$116K | ﹤0.01% | 1854 |
|
|
2024
Q3 | $604K | Buy |
+14,240
| New | +$604K | ﹤0.01% | 1911 |
|
|
2023
Q2 | – | Sell |
-962
| Closed | -$11.6K | – | 2498 |
|
|
2023
Q1 | $11.6K | Buy |
962
+598
| +164% | +$7.2K | ﹤0.01% | 2443 |
|
|
2022
Q4 | $3.17K | Sell |
364
-987
| -73% | -$8.59K | ﹤0.01% | 2432 |
|
|
2022
Q3 | $39K | Buy |
1,351
+273
| +25% | +$7.88K | ﹤0.01% | 2425 |
|
|
2022
Q2 | $45K | Buy |
1,078
+253
| +31% | +$10.6K | ﹤0.01% | 2467 |
|
|
2022
Q1 | $84K | Sell |
825
-46
| -5% | -$4.68K | ﹤0.01% | 2445 |
|
|
2021
Q4 | $128K | Buy |
+871
| New | +$128K | ﹤0.01% | 2423 |
|