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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

WGS holding history

GeneDx Holdings Corp. in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WGS overviewAll 13F holders of WGSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of WGS by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,249−100.0%Sold outHolders
Q4 20253,249$422.6K0.2%+44+1.4%AddedHolders
Q3 20253,205$345.3K0.2%+3,205NewHolders