Rothschild Investment LLC’s GeneDx Holdings WGS Stock Holding History

Rothschild Investment LLC’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	$1.85K	Buy	27 +2	+8%	+$114	﹤0.01%	2792
2026 Q1	$1.61K	Sell	25 -7	-22%	-$638	﹤0.01%	2655
2025 Q4	$4.16K	Sell	32 -3	-9%	-$412	﹤0.01%	1983
2025 Q3	$3.77K	Hold	35	–	–	﹤0.01%	1839
2025 Q2	$3.23K	Buy	35 +10	+40%	+$785	﹤0.01%	1743
2025 Q1	$2.21K	Buy	25 +5	+25%	+$434	﹤0.01%	1830
2024 Q4	$1.54K	Buy	20 +15	+300%	+$1.05K	﹤0.01%	1961
2024 Q3	$212	Buy	+5	New	+$169	﹤0.01%	2704

Other funds holding WGS

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Rothschild Investment LLC's WGS Position: Q2 2026 in Review

Rothschild Investment LLC increased its GeneDx Holdings (WGS) stake by 8% in Q2 2026, buying an estimated $114 and bringing the position to 27 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Rothschild Investment LLC first reported a position in WGS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.16K in Q4 2025. 77 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Rothschild Investment LLC held 27 shares of GeneDx Holdings worth $1.85K as of Q2 2026.
Rothschild Investment LLC bought 2 GeneDx Holdings shares in Q2 2026, an estimated $114.
GeneDx Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2792 holding.
Rothschild Investment LLC first reported a position in GeneDx Holdings in Q3 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's GeneDx Holdings position peaked at $4.16K in Q4 2025.
77 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.