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
Q3 		– Sell
-69,169
Closed -$4.75M – 2326
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

ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group's WGS Position: Q3 2026 in Review

Principal Financial Group sold out of GeneDx Holdings (WGS) in Q3 2026, closing a stake of 69,169 shares — an estimated $4.75M sold.

Principal Financial Group first reported a position in WGS in Q4 2021 and held it in 14 quarters. The position peaked at $10.7M in Q4 2025. 152 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

  • Principal Financial Group reported no remaining GeneDx Holdings position as of Q3 2026 after selling out during the quarter.
  • Principal Financial Group sold 69,169 GeneDx Holdings shares in Q3 2026, an estimated $4.75M.
  • Principal Financial Group first reported a position in GeneDx Holdings in Q4 2021 and held it in 14 quarters.
  • Principal Financial Group's GeneDx Holdings position peaked at $10.7M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.