GeneDx (WGS) Fell Despite Continued Execution Improvement
Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Corvex Capital Keith Meister | 3,228,149 | $207,311,729 | +6% | 8.24% |
| 2. | Casdin Capital Eli Casdin | 3,007,164 | $193,120,072 | 14.62% | |
| 3. | ARK Investment Management Catherine D. Wood | 1,324,583 | $85,064,722 | +120% | 0.66% |
| 4. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 689,290 | $44,266,204 | +16% | 6.13% |
| 5. | Citadel Investment Group Ken Griffin | 647,401 | $41,576,093 | +256% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.86 | 50,000 | $2,642,830.00 | 3,707,164 | 2026-06-05 | Filing | |
| $56.44 | 150,000 | $8,466,735.00 | 3,657,164 | 2026-06-04 | Filing | |
| $43.81 | 140,000 | $6,132,854.00 | 3,507,164 | 2026-05-20 | Filing | |
| $42.60 | 185,000 | $7,880,334.00 | 3,367,164 | 2026-05-19 | Filing | |
| $42.55 | 175,000 | $7,446,547.50 | 3,182,164 | 2026-05-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $61.50 | 863 | $53,077.52 | 39,954 | 2026-06-16 | Filing | |
| $60.83 | 2,106 | $128,106.08 | 40,817 | 2026-06-16 | Filing | |
| $59.75 | 760 | $45,413.27 | 42,923 | 2026-06-16 | Filing | |
| $61.50 | 2,429 | $149,392.00 | 104,372 | 2026-06-16 | Filing | |
| $60.83 | 5,932 | $360,838.22 | 106,801 | 2026-06-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,550,708 | $99,586,463 | 0% | |
| 2. | 1,369,108 | $87,924,116 | 0.37% | |
| 3. | 1,334,980 | $85,732,415 | 0.01% | |
| 4. | 858,583 | $55,138,200 | 0% | |
| 5. | 775,269 | $49,787,775 | 0.16% |