Creative Planning
LXEO icon

Creative Planning’s Lexeo Therapeutics LXEO Stock Holding History

Creative Planning’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Buy
72,625
+5,546
+8% +$30K ﹤0.01% 3482
2026
Q1 		$385K Buy
67,079
+56,721
+548% +$402K ﹤0.01% 3230
2025
Q4 		$103K Buy
+10,358
New +$94.5K ﹤0.01% 3713

Other funds holding LXEO

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Creative Planning's LXEO Position: Q2 2026 in Review

Creative Planning increased its Lexeo Therapeutics (LXEO) stake by 8.3% in Q2 2026, buying an estimated $30K and bringing the position to 72,625 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Creative Planning first reported a position in LXEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2026. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Creative Planning held 72,625 shares of Lexeo Therapeutics worth $338K as of Q2 2026.
  • Creative Planning bought 5,546 Lexeo Therapeutics shares in Q2 2026, an estimated $30K.
  • Lexeo Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3482 holding.
  • Creative Planning first reported a position in Lexeo Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Lexeo Therapeutics position peaked at $385K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.