Stifel Financial
WGS icon

Stifel Financial’s GeneDx Holdings WGS Stock Holding History

Stifel Financial’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 		$685K Buy
+10,663
New +$972K ﹤0.01% 2672
2025
Q4 		– Sell
-2,072
Closed -$223K – 3724
2025
Q3 		$223K Buy
+2,072
New +$226K ﹤0.01% 3280

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

Stifel Financial's WGS Position: Q1 2026 in Review

Stifel Financial opened a new position in GeneDx Holdings (WGS) in Q1 2026: 10,663 shares worth $685K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Stifel Financial previously reported a position in WGS as recently as Q3 2025.

Stifel Financial first reported a position in WGS in Q3 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

  • Stifel Financial held 10,663 shares of GeneDx Holdings worth $685K as of Q1 2026.
  • GeneDx Holdings was a new Stifel Financial position in Q1 2026.
  • GeneDx Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2672 holding.
  • Stifel Financial first reported a position in GeneDx Holdings in Q3 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.