SWM
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Spire Wealth Management’s GeneDx Holdings WGS Stock Holding History

Spire Wealth Management’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
-1,500
Closed -$96.3K – 2385
2026
Q1 		$96.3K Sell
1,500
-200
-12% -$18.2K ﹤0.01% 971
2025
Q4 		$221K Buy
+1,700
New +$233K 0.01% 767

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
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

Spire Wealth Management's WGS Position: Q2 2026 in Review

Spire Wealth Management sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 1,500 shares — an estimated $96.3K sold.

Spire Wealth Management first reported a position in WGS in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Spire Wealth Management reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,500 GeneDx Holdings shares in Q2 2026, an estimated $96.3K.
  • Spire Wealth Management first reported a position in GeneDx Holdings in Q4 2025 and held it in 2 quarters.
  • Spire Wealth Management's GeneDx Holdings position peaked at $221K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.