PWPS
LENZ

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
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

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
7IH
72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's LENZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its LENZ Therapeutics (LENZ) stake by 582% in Q2 2026, buying an estimated $36.1K and bringing the position to 5,250 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Pinnacle Wealth Planning Services first reported a position in LENZ in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,250 shares of LENZ Therapeutics worth $29.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4,480 LENZ Therapeutics shares in Q2 2026, an estimated $36.1K.
  • LENZ Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1588 holding.
  • Pinnacle Wealth Planning Services first reported a position in LENZ Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.