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Peak Planning Group’s Metagenomi Therapeutics MGX Stock Holding History

Peak Planning Group’s Portfolio MGX Stock Details MGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9K Hold
12,500
– – ﹤0.01% 128
2026
Q1 		$16.8K Hold
12,500
– – ﹤0.01% 120
2025
Q4 		$20.3K Buy
+12,500
New +$27.1K 0.01% 120

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CCM
Catalio Capital Management New York $532M AUM 166.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PVI
Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peak Planning Group's MGX Position: Q2 2026 in Review

Peak Planning Group held its Metagenomi Therapeutics (MGX) position steady in Q2 2026 at 12,500 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Peak Planning Group first reported a position in MGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q4 2025. 43 funds tracked by Wall St. Rank hold MGX as of Q2 2026.

  • Peak Planning Group held 12,500 shares of Metagenomi Therapeutics worth $14.9K as of Q2 2026.
  • Peak Planning Group left its Metagenomi Therapeutics share count unchanged in Q2 2026.
  • Metagenomi Therapeutics made up ﹤0.01% of Peak Planning Group's portfolio in Q2 2026, its #128 holding.
  • Peak Planning Group first reported a position in Metagenomi Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Peak Planning Group's Metagenomi Therapeutics position peaked at $20.3K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Metagenomi Therapeutics as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.