Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  GeneDx Holdings Corp. (WGS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 77,419 0.03 Add 29.33% <0.01 $64.22 $4,971,848 SEC
2025   Q4 59,861 0.03 Reduce 12.19% <0.01 $130.06 $7,785,522 SEC
2025   Q3 68,169 0.02 Reduce 15.82% <0.01 $107.74 $7,344,528 SEC
2025   Q2 80,980 0.02 Buy 0.02 $92.31 $7,475,264 SEC