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 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 $2.52B AUM 25.53% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ZDA

Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group's WGS Position: Q1 2026 in Review

Wellington Management Group reduced its GeneDx Holdings (WGS) stake by 11% in Q1 2026, selling an estimated $3.99M and leaving 341,005 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Wellington Management Group first reported a position in WGS in Q1 2021 and has held it in 11 quarters since. The position peaked at $50M in Q4 2025. 240 funds tracked by Wall St. Rank hold WGS as of Q1 2026.

Wellington Management Group held 341,005 shares of GeneDx Holdings worth $21.9M as of Q1 2026.
Wellington Management Group sold 43,745 GeneDx Holdings shares in Q1 2026, an estimated $3.99M.
GeneDx Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #969 holding.
Wellington Management Group first reported a position in GeneDx Holdings in Q1 2021 and has held it in 11 quarters since.
Wellington Management Group's GeneDx Holdings position peaked at $50M in Q4 2025.
240 funds tracked by Wall St. Rank held GeneDx Holdings as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.