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Genedx Holdings Corp (WGS)

CUSIP: 81663L200 | NYSE | Healthcare · Diagnostics & Research | Mid Cap | 506 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AARK Investment Management LLC1,581,8105.3%New 5%+ stakeJul 31, 2026No 13F filer matched
13GThe Goldman Sachs Group, Inc.1,733,5925.8%New 5%+ stakeJun 30, 2026

Institutional Holders — Q3 2026

Sumitomo Mitsui Trust Group, Inc.661,809
0.0% of portfolio›$47.8M
Assenagon Asset Management S.A.632,413
0.0% of portfolio›$45.7M
Dimensional Fund Advisors LP287,165
0.0% of portfolio›$20.8M
Legal Advantage Investments, Inc.98,845
1.5% of portfolio›$7.1M
NIA Impact Advisors, LLC47,238
1.5% of portfolio›$3.4M
Moody Aldrich Partners LLC36,064
0.5% of portfolio›$2.6M
Slow Capital, Inc.34,527
0.3% of portfolio›$2.5M
Citigroup Inc33,840
0.0% of portfolio›$2.4M
Creative Planning9,172
0.0% of portfolio›$663.1K
Wealth Enhancement Advisory Services, LLC7,159
0.0% of portfolio›$484.9K
Oppenheimer & Co Inc6,961
0.0% of portfolio›$503.3K
Perigon Wealth Management, LLC5,652
0.0% of portfolio›$408.6K
B. Riley Wealth Advisors, Inc.5,184
0.0% of portfolio›$374.8K
Arizona State Retirement System5,013
0.0% of portfolio›$362.4K
Clear Wave Wealth Management LLC3,493
0.0% of portfolio›$252.5K
Values First Advisors, Inc.3,416
0.1% of portfolio›$246.9K
Pictet Asset Management Holding SA3,300
0.0% of portfolio›$238.6K
Cambridge Investment Research Advisors, Inc.3,152
0.0% of portfolio›$228
Calamos Advisors LLC3,111
0.0% of portfolio›$224.9K
State of Alaska, Department of Revenue1,564
0.0% of portfolio›$113
Fulcrum Asset Management LLP1,392
0.0% of portfolio›$105.5K
Sterling Capital Management LLC666
0.0% of portfolio›$48.2K
KBC Group NV608
0.0% of portfolio›$44
Capital Advisors, Ltd. LLC469
0.0% of portfolio›$34
Versant Capital Management, Inc455
0.0% of portfolio›$32.9K
Caitong International Asset Management Co., Ltd353
0.0% of portfolio›$25.5K
Gamma Investing LLC325
0.0% of portfolio›$23.5K
Bank Julius Baer & Co. Ltd, Zurich270
0.0% of portfolio›$19.5K
Signaturefd, LLC265
0.0% of portfolio›$19.2K
Nisa Investment Advisors, LLC192
0.0% of portfolio›$13.9K
Wolff Wiese Magana LLC122
0.0% of portfolio›$8.8K
Signature Equity Partners, LLC110
0.0% of portfolio›$8.0K
EverSource Wealth Advisors, LLC102
0.0% of portfolio›$7.4K
Pinnacle Wealth Planning Services, Inc.94
0.0% of portfolio›$6.8K
WPG Advisers, LLC81
0.0% of portfolio›$5.9K
Farther Finance Advisors, LLC71
0.0% of portfolio›$5.1K
Parkside Financial Bank & Trust58
0.0% of portfolio›$4.2K
Essential Partners LLC55
0.0% of portfolio›$4.0K
Parallel Advisors, LLC44
0.0% of portfolio›$3.2K
Balance Wealth Partners LLC30
0.0% of portfolio›$2.2K
GK Wealth Management LLC22
0.0% of portfolio›$1.6K
SJS Investment Consulting Inc.21
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC15
0.0% of portfolio›$1.1K
Root Financial Partners, LLC14
0.0% of portfolio›$1.0K
SBI Securities Co., Ltd.14
0.0% of portfolio›$1.0K
Trust Co of Vermont11
0.0% of portfolio›$795
Ascentis Wealth Management, LLC7
0.0% of portfolio›$506
Cedar Mountain Advisors, LLC7
0.0% of portfolio›$506
Covestor Ltd4
0.0% of portfolio›$0
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$217
Assetmark, Inc1
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Sumitomo Mitsui Trust Group, Inc.
661,809$47.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Assenagon Asset Management S.A.
632,413$45.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Dimensional Fund Advisors LP
287,165$20.8M0.0%IndexLowAustin, TX2026-11-04
Legal Advantage Investments, Inc.
98,845$7.1M1.5%Agg GrowthLowLos Altos Hills, CA2026-10-13
NIA Impact Advisors, LLC
47,238$3.4M1.5%CoreMediumOakland, CA2026-11-04
Moody Aldrich Partners LLC
36,064$2.6M0.5%ValueHighMarblehead, MA2026-10-27
Slow Capital, Inc.
34,527$2.5M0.3%Agg GrowthLowGreenbrae, CA2026-10-23
Citigroup Inc
33,840$2.4M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
9,172$663.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
7,159$484.9K0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer & Co Inc
6,961$503.3K0.0%CoreLowNew York, NY2026-10-26
Perigon Wealth Management, LLC
5,652$408.6K0.0%GrowthLowSan Francisco, CA2026-10-22
B. Riley Wealth Advisors, Inc.
5,184$374.8K0.0%GrowthLowMemphis, TN2026-10-13
Arizona State Retirement System
5,013$362.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Clear Wave Wealth Management LLC
3,493$252.5K0.0%ETFN/ARed Bank, NJ2026-11-04
Values First Advisors, Inc.
3,416$246.9K0.1%CoreMediumJohnson City, TN2026-10-23
Pictet Asset Management Holding SA
3,300$238.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cambridge Investment Research Advisors, Inc.
3,152$2280.0%ETFLowFairfield, IA2026-11-02
Calamos Advisors LLC
3,111$224.9K0.0%GrowthMediumNaperville, IL2026-11-02
State of Alaska, Department of Revenue
1,564$1130.0%CoreVery LowJuneau, AK2026-10-15
Fulcrum Asset Management LLP
1,392$105.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Sterling Capital Management LLC
666$48.2K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
608$440.0%CoreMediumBrussels, Czech Republic2026-10-22
Capital Advisors, Ltd. LLC
469$340.0%ETFLowShaker Heights, OH2026-10-27
Versant Capital Management, Inc
455$32.9K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
353$25.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
325$23.5K0.0%IndexVery LowFoster City, CA2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
270$19.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Signaturefd, LLC
265$19.2K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
192$13.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Wolff Wiese Magana LLC
122$8.8K0.0%GrowthLowCarslbad, CA2026-10-15
Signature Equity Partners, LLC
110$8.0K0.0%GrowthMediumColumbus, OH2026-10-29
EverSource Wealth Advisors, LLC
102$7.4K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
94$6.8K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
81$5.9K0.0%CoreLowBaltimore, MD2026-10-27
Farther Finance Advisors, LLC
71$5.1K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
58$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Partners LLC
55$4.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
44$3.2K0.0%IndexLowSan Francisco, CA2026-11-03
Balance Wealth Partners LLC
30$2.2K0.0%ETFMediumWorthington, OH2026-10-27
GK Wealth Management LLC
22$1.6K0.0%GARPVery HighReno, NV2026-10-09
SJS Investment Consulting Inc.
21$1.5K0.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
15$1.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
14$1.0K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
14$1.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Trust Co of Vermont
11$7950.0%CoreVery LowBrattleboro, VT2026-10-21
Ascentis Wealth Management, LLC
7$5060.0%Agg GrowthLowDallas, TX2026-11-03
Cedar Mountain Advisors, LLC
7$5060.0%ETFVery LowLake Oswego, OR2026-10-15
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
3$2170.0%ETFLowFort Lauderdale, FL2026-10-30
Assetmark, Inc
1$720.0%ETFLowConcord, CA2026-10-21
No 13F filer matched
13G/AARK Investment Management LLC1,581,810
5.3% of class · Jul 31, 2026New 5%+ stake
No 13F filer matched
13GThe Goldman Sachs Group, Inc.1,733,592
5.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched