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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

True Wealth Design's WGS Position: Q2 2026 in Review

True Wealth Design sold out of GeneDx Holdings (WGS) in Q2 2026, closing a stake of 77 shares — an estimated $4.95K sold.

True Wealth Design first reported a position in WGS in Q3 2024 and held it in 7 quarters. The position peaked at $10.5K in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

True Wealth Design reported no remaining GeneDx Holdings position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 77 GeneDx Holdings shares in Q2 2026, an estimated $4.95K.
True Wealth Design first reported a position in GeneDx Holdings in Q3 2024 and held it in 7 quarters.
True Wealth Design's GeneDx Holdings position peaked at $10.5K in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.