Principal Securities
WGS icon

Principal Securities’s GeneDx Holdings WGS Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-100
Closed -$7.69K – 3894
2025
Q1 		$7.69K Hold
100
– – ﹤0.01% 2627
2024
Q4 		$7.69K Buy
+100
New +$6.99K ﹤0.01% 2623

Other funds holding WGS

CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Principal Securities's WGS Position: Q2 2025 in Review

Principal Securities sold out of GeneDx Holdings (WGS) in Q2 2025, closing a stake of 100 shares — an estimated $7.69K sold.

Principal Securities first reported a position in WGS in Q4 2024 and held it in 2 quarters. The position peaked at $7.69K in Q1 2025. 231 funds tracked by Wall St. Rank hold WGS as of Q2 2025.

  • Principal Securities reported no remaining GeneDx Holdings position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 100 GeneDx Holdings shares in Q2 2025, an estimated $7.69K.
  • Principal Securities first reported a position in GeneDx Holdings in Q4 2024 and held it in 2 quarters.
  • Principal Securities's GeneDx Holdings position peaked at $7.69K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.