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Stephens Consulting’s GeneDx Holdings WGS Stock Holding History

Stephens Consulting’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
2025
Q4 		– Sell
-81
Closed -$8.73K – 518
2025
Q3 		$8.73K Buy
+81
New +$8.82K ﹤0.01% 233
2025
Q2 		– Sell
-5
Closed -$443 – 2013
2025
Q1 		$443 Buy
+5
New +$434 ﹤0.01% 953

Other funds holding WGS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's WGS Position: Q4 2025 in Review

Stephens Consulting sold out of GeneDx Holdings (WGS) in Q4 2025, closing a stake of 81 shares — an estimated $8.73K sold.

Stephens Consulting first reported a position in WGS in Q1 2025 and held it in 2 quarters. The position peaked at $8.73K in Q3 2025. 286 funds tracked by Wall St. Rank hold WGS as of Q4 2025.

  • Stephens Consulting reported no remaining GeneDx Holdings position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 81 GeneDx Holdings shares in Q4 2025, an estimated $8.73K.
  • Stephens Consulting first reported a position in GeneDx Holdings in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's GeneDx Holdings position peaked at $8.73K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.