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
Q2 		$4.75M Sell
69,169
-33,760
-33% -$1.92M ﹤0.01% 1681
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 $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 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Principal Financial Group's WGS Position: Q2 2026 in Review

Principal Financial Group reduced its GeneDx Holdings (WGS) stake by 33% in Q2 2026, selling an estimated $1.92M and leaving 69,169 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Principal Financial Group first reported a position in WGS in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.7M in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Principal Financial Group held 69,169 shares of GeneDx Holdings worth $4.75M as of Q2 2026.
  • Principal Financial Group sold 33,760 GeneDx Holdings shares in Q2 2026, an estimated $1.92M.
  • GeneDx Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1681 holding.
  • Principal Financial Group first reported a position in GeneDx Holdings in Q4 2021 and has held it in 14 quarters since.
  • Principal Financial Group's GeneDx Holdings position peaked at $10.7M in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.