Essential Partners’s LENZ Therapeutics LENZ Stock Holding History

Essential Partners’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 Q3	$795	Buy	207 +203	+5,075%	+$1.01K	﹤0.01%	2266
2026 Q2	$23	Sell	4 -2,112	-100%	-$17K	﹤0.01%	2827
2026 Q1	$19.4K	Buy	2,116 +2,114	+105,700%	+$29.7K	0.01%	944
2025 Q4	$32	Buy	+2	New	+$58	﹤0.01%	2688

Other funds holding LENZ

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's LENZ Position: Q3 2026 in Review

Essential Partners increased its LENZ Therapeutics (LENZ) stake by 5,075% in Q3 2026, buying an estimated $1.01K and bringing the position to 207 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Essential Partners first reported a position in LENZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold LENZ as of Q3 2026.

Essential Partners held 207 shares of LENZ Therapeutics worth $795 as of Q3 2026.
Essential Partners bought 203 LENZ Therapeutics shares in Q3 2026, an estimated $1.01K.
LENZ Therapeutics made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2266 holding.
Essential Partners first reported a position in LENZ Therapeutics in Q4 2025 and has held it in 4 quarters since.
Essential Partners's LENZ Therapeutics position peaked at $19.4K in Q1 2026.
4 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.