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Silver Oak Securities’s GeneDx Holdings WGS Stock Holding History

Silver Oak 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
Q1 		– Sell
-2,168
Closed -$278K – 867
2025
Q4 		$278K Sell
2,168
-10
-0.5% -$1.37K 0.02% 659
2025
Q3 		$235K Buy
+2,178
New +$237K 0.02% 659

Other funds holding WGS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Goldman Sachs
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $1.1B AUM 171.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Silver Oak Securities's WGS Position: Q1 2026 in Review

Silver Oak Securities sold out of GeneDx Holdings (WGS) in Q1 2026, closing a stake of 2,168 shares — an estimated $278K sold.

Silver Oak Securities first reported a position in WGS in Q3 2025 and held it in 2 quarters. The position peaked at $278K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Silver Oak Securities reported no remaining GeneDx Holdings position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 2,168 GeneDx Holdings shares in Q1 2026, an estimated $278K.
  • Silver Oak Securities first reported a position in GeneDx Holdings in Q3 2025 and held it in 2 quarters.
  • Silver Oak Securities's GeneDx Holdings position peaked at $278K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.