Principal Financial Group
WGS icon

Principal Financial Group’s GeneDx Holdings WGS Stock Holding History

Principal Financial 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 		$6.61M Buy
102,929
+20,966
+26% +$1.91M ﹤0.01% 1525
2025
Q4 		$10.7M Buy
81,963
+22,339
+37% +$3.07M 0.01% 1281
2025
Q3 		$6.42M Buy
59,624
+46,085
+340% +$5.02M ﹤0.01% 1494
2025
Q2 		$1.25M Sell
13,539
-58,045
-81% -$4.56M ﹤0.01% 1855
2025
Q1 		$6.34M Buy
71,584
+55,833
+354% +$4.84M ﹤0.01% 1475
2024
Q4 		$1.21M Buy
15,751
+1,511
+11% +$106K ﹤0.01% 1854
2024
Q3 		$604K Buy
+14,240
New +$481K ﹤0.01% 1911
2023
Q2 		– Sell
-962
Closed -$11.6K – 2498
2023
Q1 		$11.6K Buy
962
+598
+164% +$7.97K ﹤0.01% 2443
2022
Q4 		$3.17K Sell
364
-987
-73% -$21.7K ﹤0.01% 2432
2022
Q3 		$39K Buy
1,351
+273
+25% +$12.5K ﹤0.01% 2425
2022
Q2 		$45K Buy
1,078
+253
+31% +$17.2K ﹤0.01% 2467
2022
Q1 		$84K Sell
825
-46
-5% -$5.11K ﹤0.01% 2445
2021
Q4 		$128K Buy
+871
New +$195K ﹤0.01% 2423

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Financial Group's WGS Position: Q1 2026 in Review

Principal Financial Group increased its GeneDx Holdings (WGS) stake by 26% in Q1 2026, buying an estimated $1.91M and bringing the position to 102,929 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Principal Financial Group first reported a position in WGS in Q4 2021 and has held it in 13 quarters since. The position peaked at $10.7M in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Principal Financial Group held 102,929 shares of GeneDx Holdings worth $6.61M as of Q1 2026.
  • Principal Financial Group bought 20,966 GeneDx Holdings shares in Q1 2026, an estimated $1.91M.
  • GeneDx Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1525 holding.
  • Principal Financial Group first reported a position in GeneDx Holdings in Q4 2021 and has held it in 13 quarters since.
  • Principal Financial Group's GeneDx Holdings position peaked at $10.7M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.