Filing Research | WGS - GENEDX HOLDINGS CORP Institutional Holdings

Snapshot holdings

26 / 26 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	303.4KSH	$20.8M
2	ARDSLEY ADVISORY PARTNERS LP	Shares	75.0KSH	$5.1M
3	Legal Advantage Investments, Inc.	Shares	67.0KSH	$4.6M
4	Slow Capital, Inc.	Shares	42.5KSH	$2.9M
5	Y-Intercept (Hong Kong) Ltd	Shares	27.5KSH	$1.9M
6	MOODY ALDRICH PARTNERS LLC	Shares	15.6KSH	$1.1M
7	BENJAMIN EDWARDS INC	Shares	8.5KSH	$586.5K
8	B. Riley Wealth Advisors, Inc.	Shares	7.1KSH	$491.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.9KSH	$452.3K
10	Police & Firemen's Retirement System of New Jersey	Shares	5.9KSH	$405.0K
11	HARMONY ASSET MANAGEMENT LLC	Shares	3.6KSH	$248.5K
12	LRI Investments, LLC	Shares	837SH	$57.5K
13	Versant Capital Management, Inc	Shares	455SH	$31.2K
14	SIGNATUREFD, LLC	Shares	273SH	$18.7K
15	GAMMA Investing LLC	Shares	214SH	$14.7K
16	WOLFF WIESE MAGANA LLC	Shares	122SH	$8.4K
17	EverSource Wealth Advisors, LLC	Shares	93SH	$6.4K
18	Farther Finance Advisors, LLC	Shares	36SH	$2.5K
19	SJS Investment Consulting Inc.	Shares	11SH	$756
20	Cedar Mountain Advisors, LLC	Shares	7SH	$481
21	Handelsbanken Fonder AB	Shares	6.2KSH	$426
22	Physician Wealth Advisors, Inc.	Shares	5SH	$344
23	SBI Securities Co., Ltd.	Shares	5SH	$343
24	State of Alaska, Department of Revenue	Shares	1.8KSH	$124
25	Capital Advisors, Ltd. LLC	Shares	466SH	$32
26	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+208.3K	+$14.7M	$20.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+27.5K	+$1.9M	$1.9M
3	MOODY ALDRICH PARTNERS LLC new	Shares	+15.6K	+$1.1M	$1.1M
4	Legal Advantage Investments, Inc. added	Shares	+5.4K	+$641.9K	$4.6M
5	B. Riley Wealth Advisors, Inc. new	Shares	+7.1K	+$491.3K	$491.3K
6	Slow Capital, Inc. added	Shares	+2.0K	+$319.5K	$2.9M
7	HARMONY ASSET MANAGEMENT LLC new	Shares	+3.6K	+$248.5K	$248.5K
8	BENJAMIN EDWARDS INC added	Shares	+1.3K	+$121.5K	$586.5K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+923	+$85.4K	$405.0K
10	LRI Investments, LLC new	Shares	+837	+$57.5K	$57.5K
11	SIGNATUREFD, LLC added	Shares	+231	+$16.0K	$18.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+118	+$3.9K	$452.3K
13	EverSource Wealth Advisors, LLC added	Shares	+54	+$3.9K	$6.4K
14	SJS Investment Consulting Inc. new	Shares	+11	+$756	$756
15	Versant Capital Management, Inc trimmed	Shares	-21	+$667	$31.2K
16	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$541	$8.4K
17	Farther Finance Advisors, LLC added	Shares	+6	+$507	$2.5K
18	Physician Wealth Advisors, Inc. new	Shares	+5	+$344	$344
19	Handelsbanken Fonder AB added	Shares	+900	+$86	$426
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$31	$481
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$124
22	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$32
23	Activest Wealth Management exited	Shares	0	$0	$0
24	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1	-$64	$0
25	SBI Securities Co., Ltd. trimmed	Shares	-2	-$107	$343
26	IFP Advisors, Inc exited	Shares	-3	-$193	$0
27	Marquette Asset Management, LLC exited	Shares	-6	-$386	$0
28	GAMMA Investing LLC trimmed	Shares	-66	-$3.3K	$14.7K
29	Rachor Investment Advisory Services, LLC exited	Shares	-77	-$4.9K	$0
30	True Wealth Design, LLC exited	Shares	-77	-$4.9K	$0
31	Spire Wealth Management exited	Shares	-1.5K	-$96.3K	$0
32	LANARK FINANCIAL, INC. exited	Shares	-4.5K	-$289.4K	$0
33	MRA Advisory Group exited	Shares	-8.6K	-$551.1K	$0
34	ARDSLEY ADVISORY PARTNERS LP trimmed	Shares	-25.0K	-$1.3M	$5.1M
35	PEREGRINE CAPITAL MANAGEMENT LLC exited	Shares	-71.6K	-$4.6M	$0