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WGS GENEDX HOLDINGS CORP

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COM CL A (common), issuer CIK 1818331

230 managers (233 13F filers) reported a position in WGS shares at 2025-06-30, 31,503,921 shares in all. 53 filers opened a position and 48 filers sold out during the quarter.

Managers
230
13F filers
233
New
53
Added
87
Reduced
64
Sold out
48
Shares held by filers
31,503,921

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clearstead Advisors, LLC58$5.35K<0.01%-713F-HRTimeline
Vermillion & White Wealth Management Gr…56$5.17K<0.01%+413F-HRTimeline
Sterling Capital Management LLC45$4.15K<0.01%-14913F-HR/ATimeline
SIGNATUREFD, LLC42$3.88K<0.01%-2713F-HRTimeline
IFP Advisors, Inc0$3.88K<0.01%-3613F-HRTimelineAmount filed as zero, left out of ratios.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41$3.79K<0.01%013F-HRTimelineGroup
Essential Partners LLC36$3.32K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$3.23K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC25$2.67K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.28$2.58K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28$2.55K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.26$2.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.17$1.57K<0.01%-3013F-HRTimeline
SIERRA OCEAN, LLC13$1.2K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…10$1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$831<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$646<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust5$462<0.01%-513F-HRTimeline
Steward Partners Investment Advisory, L…5$462<0.01%new13F-HRTimeline
Larson Financial Group LLC4$369<0.01%new13F-HRTimeline
Global Retirement Partners, LLC3$277<0.01%13F-HRTimeline
Farther Finance Advisors, LLC2$185<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC2$185<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$116<0.01%new13F-HRTimeline
MAI Capital Management1$93<0.01%013F-HRTimeline
NewEdge Advisors, LLC1$92<0.01%-2,70713F-HRTimeline
GPS Wealth Strategies Group, LLC1$92<0.01%new13F-HRTimeline
Parallel Advisors, LLC1$49<0.01%new13F-HRTimeline
Covestor Ltd1$00%-113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.