Pinnacle Wealth Planning Services
LENZ icon

Pinnacle Wealth Planning Services’s LENZ Therapeutics LENZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.8K Buy
10,104
+4,854
+92% +$24.2K ﹤0.01% 1436
2026
Q2 		$29.8K Buy
5,250
+4,480
+582% +$36.1K ﹤0.01% 1588
2026
Q1 		$7.05K Buy
+770
New +$10.8K ﹤0.01% 2142

Other funds holding LENZ

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Pinnacle Wealth Planning Services's LENZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its LENZ Therapeutics (LENZ) stake by 92% in Q3 2026, buying an estimated $24.2K and bringing the position to 10,104 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Pinnacle Wealth Planning Services first reported a position in LENZ in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold LENZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10,104 shares of LENZ Therapeutics worth $38.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 4,854 LENZ Therapeutics shares in Q3 2026, an estimated $24.2K.
  • LENZ Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1436 holding.
  • Pinnacle Wealth Planning Services first reported a position in LENZ Therapeutics in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.