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 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 $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's WGS Position: Q1 2026 in Review

Raymond James Financial increased its GeneDx Holdings (WGS) stake by 21% in Q1 2026, buying an estimated $9.55M and bringing the position to 610,073 shares worth $38.8M. The position accounts for 0.01% of the portfolio, ranked #1017.

Raymond James Financial first reported a position in WGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $65.5M in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Raymond James Financial held 610,073 shares of GeneDx Holdings worth $38.8M as of Q1 2026.
Raymond James Financial bought 104,732 GeneDx Holdings shares in Q1 2026, an estimated $9.55M.
GeneDx Holdings made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1017 holding.
Raymond James Financial first reported a position in GeneDx Holdings in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's GeneDx Holdings position peaked at $65.5M in Q4 2025.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.