TIM
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Tortoise Investment Management’s GeneDx Holdings WGS Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$215 – 1449
2025
Q3 		$215 Buy
+2
New +$218 ﹤0.01% 1304

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Summit Partners Public Asset Management
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's WGS Position: Q4 2025 in Review

Tortoise Investment Management sold out of GeneDx Holdings (WGS) in Q4 2025, closing a stake of 2 shares — an estimated $215 sold.

Tortoise Investment Management first reported a position in WGS in Q3 2025 and held it in 1 quarter. The position peaked at $215 in Q3 2025. 287 funds tracked by Wall St. Rank hold WGS as of Q4 2025.

  • Tortoise Investment Management reported no remaining GeneDx Holdings position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 GeneDx Holdings shares in Q4 2025, an estimated $215.
  • Tortoise Investment Management first reported a position in GeneDx Holdings in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's GeneDx Holdings position peaked at $215 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held GeneDx Holdings as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.