TWD
WGS icon

True Wealth Design’s GeneDx Holdings WGS Stock Holding History

True Wealth Design’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 		– Sell
-77
Closed -$4.95K – 2906
2026
Q1 		$4.95K Sell
77
-4
-5% -$365 ﹤0.01% 1216
2025
Q4 		$10.5K Hold
81
– – ﹤0.01% 845
2025
Q3 		$8.73K Buy
81
+4
+5% +$436 ﹤0.01% 886
2025
Q2 		$7.11K Sell
77
-2
-3% -$157 ﹤0.01% 689
2025
Q1 		$7K Sell
79
-1
-1% -$87 ﹤0.01% 576
2024
Q4 		$6.15K Buy
80
+3
+4% +$210 ﹤0.01% 497
2024
Q3 		$3.27K Buy
+77
New +$2.6K ﹤0.01% 669

Other funds holding WGS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return