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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
Q1 		$128 Buy
+2
New +$182 ﹤0.01% 3237

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Westfield Capital Management
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Goldman Sachs
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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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Root Financial Partners's WGS Position: Q1 2026 in Review

Root Financial Partners opened a new position in GeneDx Holdings (WGS) in Q1 2026: 2 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #3237 among its holdings.

240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Root Financial Partners held 2 shares of GeneDx Holdings worth $128 as of Q1 2026.
  • GeneDx Holdings was a new Root Financial Partners position in Q1 2026.
  • GeneDx Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3237 holding.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.