Wealth Enhancement Advisory Services
WGS icon

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
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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's WGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its GeneDx Holdings (WGS) stake by 1.7% in Q2 2026, buying an estimated $6.71K and bringing the position to 6,890 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Wealth Enhancement Advisory Services first reported a position in WGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $856K in Q4 2025. 18 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,890 shares of GeneDx Holdings worth $452K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 118 GeneDx Holdings shares in Q2 2026, an estimated $6.71K.
  • GeneDx Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2780 holding.
  • Wealth Enhancement Advisory Services first reported a position in GeneDx Holdings in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's GeneDx Holdings position peaked at $856K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.