UBS AM’s GeneDx Holdings WGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
48,161
+19,937
| +71% | +$1.84M | ﹤0.01% | 1769 |
|
|
2025
Q1 | $2.5M | Buy |
28,224
+11,375
| +68% | +$1.01M | ﹤0.01% | 1884 |
|
|
2024
Q4 | $1.3M | Buy |
16,849
+9,202
| +120% | +$707K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $325K | Buy |
+7,647
| New | +$325K | ﹤0.01% | 2719 |
|
|
2023
Q1 | – | Sell |
-3,564
| Closed | -$31K | – | 2721 |
|
|
2022
Q4 | $31K | Hold |
3,564
| – | – | ﹤0.01% | 2515 |
|
|
2022
Q3 | $103K | Sell |
3,564
-762
| -18% | -$22.1K | ﹤0.01% | 2684 |
|
|
2022
Q2 | $180K | Buy |
4,326
+1,647
| +61% | +$68.5K | ﹤0.01% | 2595 |
|
|
2022
Q1 | $271K | Hold |
2,679
| – | – | ﹤0.01% | 2619 |
|
|
2021
Q4 | $394K | Buy |
+2,679
| New | +$394K | ﹤0.01% | 2620 |
|