Popular investor Cathie Wood’s ARK Invest ETFs disclosed their trades for Monday, August 18, 2025, revealing a strong tilt toward biotech stocks while trimming defense exposure. In total, ARK allocated about $46.2 million across several genomic and gene-editing names, showing the firm’s strong belief in precision medicine.
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Wood’s Biggest Bet Was GeneDx Worth $21.5M
The single biggest trade of the day was ARK’s purchase of 170,471 shares of GeneDx Holdings (WGS), valued at $21.5 million.
GeneDx is a health-tech company focused on DNA-based testing for rare and pediatric genetic conditions. In its latest Q2 report, the company posted $102.7 million in revenue and $0.50 EPS, both beating Wall Street estimates, and lifted its full-year revenue outlook. The strong results prompted several analysts to raise their price targets, reflecting growing confidence in the stock.
WGS stock has surged 63.4% year-to-date and is up 254% over the past year. Wood is betting that GeneDx’s strength in genetic testing will benefit from rising demand for personalized medicine.
Is WGS a Buy, Sell, or Hold?
Overall, Wall Street has a Moderate Buy consensus rating on GeneDx stock, based on five Buys and two Holds assigned in the last three months. The average WGS stock price target of $114.14 implies 9.34% downside potential from current levels.
Other Purchases in the Biotech Space
Beyond GeneDx, ARK added 176,811 shares of CRISPR Therapeutics AG (CRSP) worth $10.6 million, along with 395,097 shares of Beam Therapeutics (BEAM) valued at $7 million. The ETFs also picked up 165,024 shares of Intellia Therapeutics (NTLA) at $6.2 million and 28,213 shares of Pacific Biosciences of California (PACB) for $0.9 million.
Together, these trades brought ARK’s biotech investments for the day to roughly $46.2 million, reinforcing its long-term focus on gene-editing and synthetic biology.
In addition to biotech stocks, ARKK also added 123,336 shares of Robinhood Markets Inc. (HOOD), totaling $14.1 million, highlighting confidence in the fintech platform.
ARK Cuts Stake in Defense Stock
On the sell side, ARKQ offloaded 116,364 shares of Kratos Defense and Security Solutions Inc. (KTOS) for nearly $8 million, pointing to a deliberate reduction in defense exposure.
Let’s take a brief look at how all these stocks perform on TipRanks’ Stock Comparison Tool.
