Creative Planning’s LENZ Therapeutics LENZ Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-17,141	Closed	-$798K	–	4137
2025 Q3	$798K	Buy	17,141 +3,073	+22%	+$113K	﹤0.01%	2333
2025 Q2	$412K	Buy	+14,068	New	+$383K	﹤0.01%	2634

Other funds holding LENZ

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

7IH

72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

Creative Planning's LENZ Position: Q4 2025 in Review

Creative Planning sold out of LENZ Therapeutics (LENZ) in Q4 2025, closing a stake of 17,141 shares — an estimated $798K sold.

Creative Planning first reported a position in LENZ in Q2 2025 and held it in 2 quarters. The position peaked at $798K in Q3 2025. 160 funds tracked by Wall St. Rank hold LENZ as of Q4 2025.

Creative Planning reported no remaining LENZ Therapeutics position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 17,141 LENZ Therapeutics shares in Q4 2025, an estimated $798K.
Creative Planning first reported a position in LENZ Therapeutics in Q2 2025 and held it in 2 quarters.
Creative Planning's LENZ Therapeutics position peaked at $798K in Q3 2025.
160 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.