Root Financial Partners’s GeneDx Holdings WGS Stock Holding History

Root Financial Partners’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	–	Sell	-2	Closed	-$128	–	3164
2026 Q1	$128	Buy	+2	New	+$182	﹤0.01%	3237

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

Root Financial Partners's WGS Position: Q2 2026 in Review

Root Financial Partners sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 2 shares — an estimated $128 sold.

Root Financial Partners first reported a position in WGS in Q1 2026 and held it in 1 quarter. The position peaked at $128 in Q1 2026. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Root Financial Partners reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 GeneDx Holdings shares in Q2 2026, an estimated $128.
Root Financial Partners first reported a position in GeneDx Holdings in Q1 2026 and held it in 1 quarter.
Root Financial Partners's GeneDx Holdings position peaked at $128 in Q1 2026.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.