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

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
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
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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. 223 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.
  • 223 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.