ORACLE INVESTMENT MANAGEMENT INC WGS — GENEDX HOLDINGS CORP

Ownership history in ORACLE INVESTMENT MANAGEMENT INC  ·  11 quarters on record

AI Ownership Summary

ORACLE INVESTMENT MANAGEMENT INC reported GENEDX HOLDINGS CORP (WGS) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 68.51% in 2025 Q4. The latest visible filing shows WGS at 68.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORACLE INVESTMENT MANAGEMENT INC's position in GENEDX HOLDINGS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WGS was reported at 68.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
68.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WGS stock page ORACLE INVESTMENT MANAGEMENT INC fund profile ORACLE INVESTMENT MANAGEMENT INC full holdings
How ORACLE INVESTMENT MANAGEMENT INC held WGS — position size vs. price
% of Fund (quarterly)    WGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 884,654 -5,300 -0.6% 68.51% $115.1M 2026-02-14 (Est.) $90.15
2025 Q3 REDUCED — — — 889,954 -32,500 -3.5% 59.90% $95.9M 2025-11-19 $133.63
2025 Q2 REDUCED — — — 922,454 -47,500 -4.9% 58.40% $85.2M 2025-08-15 $126.36
2025 Q1 REDUCED 5.2% +4.2% ❌ 969,954 -53,514 -5.2% 43.34% $85.9M 2025-05-15 $63.61
2024 Q4 REDUCED — — — 1,023,468 -22,300 -2.1% 42.83% $78.7M 2025-02-14 $76.35
2024 Q3 REDUCED 5.4% +80.4% ❌ 1,045,768 -60,000 -5.4% 26.60% $44.4M 2024-11-14 $73.73
2024 Q2 REDUCED — — — 1,105,768 -20,839 -1.8% 26.97% $28.9M 2024-08-14 $33.83
2024 Q1 ADDED — — — 1,126,607 +948,253 +531.7% 6.83% $10.3M 2024-05-15 $21.16
2023 Q4 REDUCED 82.1% +228.4% ❌ 178,354 -816,226 -82.1% 0.30% $490K 2024-02-14 $4.42
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WGS

As of 2026 Q1 — sorted by position size

Casdin Capital, LLC 3Y 7Y 14.62% Alamea Verwaltungs GmbH 8.85% Corvex Management LP 3Y 7Y 8.24% Gagnon Advisors, LLC 3Y 7Y 7.0% Zweig-DiMenna Associates LLC 3Y 7Y 6.13% Prosight Management, LP 3Y 7Y 5.51% GAGNON SECURITIES LLC 3Y 7Y 4.49% Science & Technology Partners, L.P. 4.05% Palisades Investment Partners, LLC 3Y 7Y 2.32% Legal Advantage Investments, Inc. 3Y 2.05%

FAQ About ORACLE INVESTMENT MANAGEMENT INC and WGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORACLE INVESTMENT MANAGEMENT INC reported owning WGS?

ORACLE INVESTMENT MANAGEMENT INC reported WGS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WGS position in ORACLE INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for WGS was 68.51% in 2025 Q4.

What is the latest reported WGS position on this page?

The most recent filing on this page is 2025 Q4, when ORACLE INVESTMENT MANAGEMENT INC reported 884,654 shares, equal to 68.51% of portfolio, with an estimated market value of $115.1M.

What does the chart on this WGS ownership page compare?

The chart compares ORACLE INVESTMENT MANAGEMENT INC's quarterly WGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ORACLE INVESTMENT MANAGEMENT INC time their WGS position?

Based on 13F filing dates vs. subsequent WGS price moves, ORACLE INVESTMENT MANAGEMENT INC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on WGS relative to SPY over the holding period was +160.4%.

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