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Steward Partners Investment Advisory’s GeneDx Holdings WGS Stock Holding History

Steward Partners Investment Advisory’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 		$6.29K Hold
98
– – ﹤0.01% 3729
2025
Q4 		$12.7K Sell
98
-4
-4% -$549 ﹤0.01% 3336
2025
Q3 		$11K Buy
102
+97
+1,940% +$10.6K ﹤0.01% 3363
2025
Q2 		$462 Buy
+5
New +$393 ﹤0.01% 3967

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's WGS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its GeneDx Holdings (WGS) position steady in Q1 2026 at 98 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3729.

Steward Partners Investment Advisory first reported a position in WGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Steward Partners Investment Advisory held 98 shares of GeneDx Holdings worth $6.29K as of Q1 2026.
  • Steward Partners Investment Advisory left its GeneDx Holdings share count unchanged in Q1 2026.
  • GeneDx Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3729 holding.
  • Steward Partners Investment Advisory first reported a position in GeneDx Holdings in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's GeneDx Holdings position peaked at $12.7K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.