Root Financial Partners’s LENZ Therapeutics LENZ Stock Holding History

Root Financial Partners’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	$868	Buy	+226	New	+$1.12K	﹤0.01%	3013

Other funds holding LENZ

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's LENZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in LENZ Therapeutics (LENZ) in Q3 2026: 226 shares worth $868. The stake represents ﹤0.01% of the portfolio and ranks #3013 among its holdings.

13 funds tracked by Wall St. Rank hold LENZ as of Q3 2026.

Root Financial Partners held 226 shares of LENZ Therapeutics worth $868 as of Q3 2026.
LENZ Therapeutics was a new Root Financial Partners position in Q3 2026.
LENZ Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3013 holding.
13 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.