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
Q1 		$7.05K Buy
+770
New +$10.8K ﹤0.01% 2142

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's LENZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in LENZ Therapeutics (LENZ) in Q1 2026: 770 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings.

145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 770 shares of LENZ Therapeutics worth $7.05K as of Q1 2026.
  • LENZ Therapeutics was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • LENZ Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2142 holding.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.