Carson Wealth (CWM LLC)
LENZ

Carson Wealth (CWM LLC)’s LENZ Therapeutics LENZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112K Buy
12,240
+12,169
+17,139% +$171K ﹤0.01% 3163
2025
Q4 		$1K Sell
71
-143
-67% -$4.17K ﹤0.01% 5312
2025
Q3 		$10K Buy
214
+40
+23% +$1.47K ﹤0.01% 4503
2025
Q2 		$5K Buy
174
+90
+107% +$2.45K ﹤0.01% 4650
2025
Q1 		$2K Buy
84
+50
+147% +$1.23K ﹤0.01% 4840
2024
Q4 		$1K Buy
34
+8
+31% +$244 ﹤0.01% 4849
2024
Q3 		$1K Buy
26
+18
+225% +$400 ﹤0.01% 4756
2024
Q2 		$0 Buy
+8
New +$140 ﹤0.01% 4998

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LENZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LENZ Therapeutics (LENZ) stake by 17,139% in Q1 2026, buying an estimated $171K and bringing the position to 12,240 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Carson Wealth (CWM LLC) first reported a position in LENZ in Q2 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,240 shares of LENZ Therapeutics worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,169 LENZ Therapeutics shares in Q1 2026, an estimated $171K.
  • LENZ Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3163 holding.
  • Carson Wealth (CWM LLC) first reported a position in LENZ Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.