Raymond James Financial’s GeneDx Holdings WGS Stock Holding History

Raymond James Financial’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	$8.47M	Sell	123,418 -486,655	-80%	-$27.7M	﹤0.01%	2302
2026 Q1	$38.8M	Buy	610,073 +104,732	+21%	+$9.55M	0.01%	1017
2025 Q4	$65.5M	Buy	505,341 +29,798	+6%	+$4.09M	0.02%	686
2025 Q3	$51.2M	Buy	475,543 +62,320	+15%	+$6.79M	0.02%	794
2025 Q2	$38.1M	Buy	413,223 +79,847	+24%	+$6.27M	0.01%	931
2025 Q1	$29.5M	Buy	333,376 +68,331	+26%	+$5.93M	0.01%	1045
2024 Q4	$20.4M	Buy	+265,045	New	+$18.5M	0.01%	1303

Other funds holding WGS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Raymond James Financial's WGS Position: Q2 2026 in Review

Raymond James Financial reduced its GeneDx Holdings (WGS) stake by 80% in Q2 2026, selling an estimated $27.7M and leaving 123,418 shares worth $8.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Raymond James Financial first reported a position in WGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.5M in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Raymond James Financial held 123,418 shares of GeneDx Holdings worth $8.47M as of Q2 2026.
Raymond James Financial sold 486,655 GeneDx Holdings shares in Q2 2026, an estimated $27.7M.
GeneDx Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2302 holding.
Raymond James Financial first reported a position in GeneDx Holdings in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's GeneDx Holdings position peaked at $65.5M in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.