Lee Financial’s Taysha Gene Therapies TSHA Stock Holding History

Lee Financial’s Portfolio TSHA Stock Details TSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$97.4K	Hold	20,000	–	–	0.01%	153
2026 Q2	$136K	Hold	20,000	–	–	0.02%	161
2026 Q1	$89.4K	Hold	20,000	–	–	0.01%	144
2025 Q4	$110K	Hold	20,000	–	–	0.01%	141
2025 Q3	$65.4K	Hold	20,000	–	–	0.01%	180
2025 Q2	$46.2K	Hold	20,000	–	–	0.01%	144
2025 Q1	$27.8K	Hold	20,000	–	–	﹤0.01%	143
2024 Q4	$34.6K	Hold	20,000	–	–	﹤0.01%	179
2024 Q3	$40.2K	Hold	20,000	–	–	0.01%	181
2024 Q2	$44.8K	Hold	20,000	–	–	0.01%	146
2024 Q1	$57.4K	Hold	20,000	–	–	0.01%	142
2023 Q4	$35.4K	Hold	20,000	–	–	0.01%	260
2023 Q3	$63.2K	Buy	+20,000	New	+$37.4K	0.01%	195

Other funds holding TSHA

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

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

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

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

Lee Financial's TSHA Position: Q3 2026 in Review

Lee Financial held its Taysha Gene Therapies (TSHA) position steady in Q3 2026 at 20,000 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Lee Financial first reported a position in TSHA in Q3 2023 and has held it in 13 quarters since. The position peaked at $136K in Q2 2026. 15 funds tracked by Wall St. Rank hold TSHA as of Q3 2026.

Lee Financial held 20,000 shares of Taysha Gene Therapies worth $97.4K as of Q3 2026.
Lee Financial left its Taysha Gene Therapies share count unchanged in Q3 2026.
Taysha Gene Therapies made up 0.01% of Lee Financial's portfolio in Q3 2026, its #153 holding.
Lee Financial first reported a position in Taysha Gene Therapies in Q3 2023 and has held it in 13 quarters since.
Lee Financial's Taysha Gene Therapies position peaked at $136K in Q2 2026.
15 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.