Steward Partners Investment Advisory
WGS icon

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
Q2 		$5.49K Sell
80
-18
-18% -$1.02K ﹤0.01% 3937
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

Corvex Management
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
ARK Investment Management
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 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Steward Partners Investment Advisory's WGS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its GeneDx Holdings (WGS) stake by 18% in Q2 2026, selling an estimated $1.02K and leaving 80 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

Steward Partners Investment Advisory first reported a position in WGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Steward Partners Investment Advisory held 80 shares of GeneDx Holdings worth $5.49K as of Q2 2026.
  • Steward Partners Investment Advisory sold 18 GeneDx Holdings shares in Q2 2026, an estimated $1.02K.
  • GeneDx Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3937 holding.
  • Steward Partners Investment Advisory first reported a position in GeneDx Holdings in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's GeneDx Holdings position peaked at $12.7K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.