Wellington Management Group’s GeneDx Holdings WGS Stock Holding History

Wellington Management Group’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	$23.9M	Buy	347,927 +6,922	+2%	+$393K	﹤0.01%	1001
2026 Q1	$21.9M	Sell	341,005 -43,745	-11%	-$3.99M	﹤0.01%	969
2025 Q4	$50M	Sell	384,750 -10,981	-3%	-$1.51M	0.01%	736
2025 Q3	$42.6M	Sell	395,731 -10,842	-3%	-$1.18M	0.01%	785
2025 Q2	$37.5M	Sell	406,573 -19,074	-4%	-$1.5M	0.01%	764
2025 Q1	$37.7M	Buy	425,647 +284,855	+202%	+$24.7M	0.01%	775
2024 Q4	$10.8M	Buy	+140,792	New	+$9.83M	﹤0.01%	1174
2022 Q2	–	Sell	-5,231	Closed	-$530K	–	2209
2022 Q1	$530K	Sell	5,231 -1,913	-27%	-$213K	﹤0.01%	1901
2021 Q4	$1.05M	Buy	7,144 +2,367	+50%	+$529K	﹤0.01%	1791
2021 Q3	$1.2M	Hold	4,777	–	–	﹤0.01%	1769
2021 Q2	$2.21M	Buy	4,777 +1,059	+28%	+$455K	﹤0.01%	1658
2021 Q1	$1.83M	Buy	+3,718	New	+$1.93M	﹤0.01%	1643

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

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 40.89% 1-Year Est. Return

FLAM

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

Wellington Management Group's WGS Position: Q2 2026 in Review

Wellington Management Group increased its GeneDx Holdings (WGS) stake by 2% in Q2 2026, buying an estimated $393K and bringing the position to 347,927 shares worth $23.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Wellington Management Group first reported a position in WGS in Q1 2021 and has held it in 12 quarters since. The position peaked at $50M in Q4 2025. 223 funds tracked by Wall St. Rank hold WGS as of Q2 2026.

Wellington Management Group held 347,927 shares of GeneDx Holdings worth $23.9M as of Q2 2026.
Wellington Management Group bought 6,922 GeneDx Holdings shares in Q2 2026, an estimated $393K.
GeneDx Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1001 holding.
Wellington Management Group first reported a position in GeneDx Holdings in Q1 2021 and has held it in 12 quarters since.
Wellington Management Group's GeneDx Holdings position peaked at $50M in Q4 2025.
223 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.