Next Level Wealth Planning’s CRISPR Therapeutics CRSP Stock Holding History

Next Level Wealth Planning’s Portfolio CRSP Stock Details CRSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.77K	Buy	+50	New	+$2.7K	﹤0.01%	434

Other funds holding CRSP

GSK plc London $497M AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Next Level Wealth Planning's CRSP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in CRISPR Therapeutics (CRSP) in Q3 2026: 50 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

236 funds tracked by Wall St. Rank hold CRSP as of Q3 2026.

Next Level Wealth Planning held 50 shares of CRISPR Therapeutics worth $2.77K as of Q3 2026.
CRISPR Therapeutics was a new Next Level Wealth Planning position in Q3 2026.
CRISPR Therapeutics made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #434 holding.
236 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.