KFA
LENZ

Kelleher Financial Advisors’s LENZ Therapeutics LENZ Stock Holding History

Kelleher Financial Advisors’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$499K Hold
17,023
– – 0.17% 79
2025
Q1 		$438K Hold
17,023
– – 0.17% 82
2024
Q4 		$491K Sell
17,023
-3,750
-18% -$108K 0.19% 76
2024
Q3 		$493K Buy
+20,773
New +$493K 0.19% 70