Rise Advisors’s LENZ Therapeutics LENZ Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-15	Closed	-$699	–	1484
2025 Q3	$699	Buy	+15	New	+$552	﹤0.01%	1328

Other funds holding LENZ

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

7IH

72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

Rise Advisors's LENZ Position: Q4 2025 in Review

Rise Advisors sold out of LENZ Therapeutics (LENZ) in Q4 2025, closing a stake of 15 shares — an estimated $699 sold.

Rise Advisors first reported a position in LENZ in Q3 2025 and held it in 1 quarter. The position peaked at $699 in Q3 2025. 160 funds tracked by Wall St. Rank hold LENZ as of Q4 2025.

Rise Advisors reported no remaining LENZ Therapeutics position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 15 LENZ Therapeutics shares in Q4 2025, an estimated $699.
Rise Advisors first reported a position in LENZ Therapeutics in Q3 2025 and held it in 1 quarter.
Rise Advisors's LENZ Therapeutics position peaked at $699 in Q3 2025.
160 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.