Wealth Enhancement Advisory Services’s GeneDx Holdings WGS Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$485K	Buy	7,159 +269	+4%	+$20.8K	﹤0.01%	2845
2026 Q2	$452K	Buy	6,890 +118	+2%	+$6.71K	﹤0.01%	2780
2026 Q1	$448K	Buy	6,772 +467	+7%	+$42.6K	﹤0.01%	2404
2025 Q4	$856K	Buy	6,305 +55	+0.9%	+$7.55K	﹤0.01%	2060
2025 Q3	$755K	Buy	+6,250	New	+$681K	﹤0.01%	2047

Other funds holding WGS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's WGS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its GeneDx Holdings (WGS) stake by 3.9% in Q3 2026, buying an estimated $20.8K and bringing the position to 7,159 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Wealth Enhancement Advisory Services first reported a position in WGS in Q3 2025 and has held it in 5 quarters since. The position peaked at $856K in Q4 2025. 51 funds tracked by Wall St. Rank hold WGS as of Q3 2026.

Wealth Enhancement Advisory Services held 7,159 shares of GeneDx Holdings worth $485K as of Q3 2026.
Wealth Enhancement Advisory Services bought 269 GeneDx Holdings shares in Q3 2026, an estimated $20.8K.
GeneDx Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2845 holding.
Wealth Enhancement Advisory Services first reported a position in GeneDx Holdings in Q3 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's GeneDx Holdings position peaked at $856K in Q4 2025.
51 funds tracked by Wall St. Rank held GeneDx Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.