SummitTX Capital’s GeneDx Holdings WGS Stock Holding History

SummitTX Capital’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 Q3	–	Sell	-2,540	Closed	-$234K	–	1000
2025 Q2	$234K	Buy	+2,540	New	+$199K	0.01%	665

Other funds holding WGS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SummitTX Capital's WGS Position: Q3 2025 in Review

SummitTX Capital sold out of GeneDx Holdings (WGS) in Q3 2025, closing a stake of 2,540 shares — an estimated $234K sold.

SummitTX Capital first reported a position in WGS in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 268 funds tracked by Wall St. Rank hold WGS as of Q3 2025.

SummitTX Capital reported no remaining GeneDx Holdings position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 2,540 GeneDx Holdings shares in Q3 2025, an estimated $234K.
SummitTX Capital first reported a position in GeneDx Holdings in Q2 2025 and held it in 1 quarter.
SummitTX Capital's GeneDx Holdings position peaked at $234K in Q2 2025.
268 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.