Fortitude Family Office’s Lexeo Therapeutics LXEO Stock Holding History

Fortitude Family Office’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 Q3	$771	Hold	228	–	–	﹤0.01%	2308
2026 Q2	$1.06K	Buy	228 +23	+11%	+$124	﹤0.01%	1736
2026 Q1	$1.18K	Buy	205 +81	+65%	+$574	﹤0.01%	1467
2025 Q4	$1.23K	Hold	124	–	–	﹤0.01%	1375
2025 Q3	$823	Buy	+124	New	+$600	﹤0.01%	1610

Other funds holding LXEO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

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

Fortitude Family Office's LXEO Position: Q3 2026 in Review

Fortitude Family Office held its Lexeo Therapeutics (LXEO) position steady in Q3 2026 at 228 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Fortitude Family Office first reported a position in LXEO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.23K in Q4 2025. 6 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

Fortitude Family Office held 228 shares of Lexeo Therapeutics worth $771 as of Q3 2026.
Fortitude Family Office left its Lexeo Therapeutics share count unchanged in Q3 2026.
Lexeo Therapeutics made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2308 holding.
Fortitude Family Office first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 5 quarters since.
Fortitude Family Office's Lexeo Therapeutics position peaked at $1.23K in Q4 2025.
6 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.