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
Q2 		$655K Sell
9,543
-1,120
-11% -$63.7K ﹤0.01% 2804
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

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

Stifel Financial's WGS Position: Q2 2026 in Review

Stifel Financial reduced its GeneDx Holdings (WGS) stake by 11% in Q2 2026, selling an estimated $63.7K and leaving 9,543 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Stifel Financial first reported a position in WGS in Q3 2025 and has held it in 3 quarters since. The position peaked at $685K in Q1 2026. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Stifel Financial held 9,543 shares of GeneDx Holdings worth $655K as of Q2 2026.
  • Stifel Financial sold 1,120 GeneDx Holdings shares in Q2 2026, an estimated $63.7K.
  • GeneDx Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2804 holding.
  • Stifel Financial first reported a position in GeneDx Holdings in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's GeneDx Holdings position peaked at $685K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.