SBI Securities’s GeneDx Holdings WGS Stock Holding History

SBI Securities’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	$343	Sell	5 -2	-29%	-$114	﹤0.01%	3161
2026 Q1	$450	Sell	7 -4	-36%	-$365	﹤0.01%	2924
2025 Q4	$1.43K	Sell	11 -101	-90%	-$13.9K	﹤0.01%	2513
2025 Q3	$12.1K	Buy	112 +95	+559%	+$10.3K	﹤0.01%	1688
2025 Q2	$1.57K	Sell	17 -30	-64%	-$2.35K	﹤0.01%	2497
2025 Q1	$4.16K	Buy	47 +32	+213%	+$2.78K	﹤0.01%	1969
2024 Q4	$1.15K	Buy	+15	New	+$1.05K	﹤0.01%	2544

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 40.91% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

SBI Securities's WGS Position: Q2 2026 in Review

SBI Securities reduced its GeneDx Holdings (WGS) stake by 29% in Q2 2026, selling an estimated $114 and leaving 5 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

SBI Securities first reported a position in WGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q3 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

SBI Securities held 5 shares of GeneDx Holdings worth $343 as of Q2 2026.
SBI Securities sold 2 GeneDx Holdings shares in Q2 2026, an estimated $114.
GeneDx Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3161 holding.
SBI Securities first reported a position in GeneDx Holdings in Q4 2024 and has held it in 7 quarters since.
SBI Securities's GeneDx Holdings position peaked at $12.1K in Q3 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.