True Wealth Design’s LENZ Therapeutics LENZ Stock Holding History

True Wealth Design’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	$454	Sell	118 -106	-47%	-$528	﹤0.01%	2162
2026 Q2	$1.27K	Buy	224 +176	+367%	+$1.42K	﹤0.01%	1889
2026 Q1	$440	Buy	+48	New	+$674	﹤0.01%	2101
2025 Q4	–	Sell	-15	Closed	-$699	–	2865
2025 Q3	$699	Buy	15 +11	+275%	+$404	﹤0.01%	1889
2025 Q2	$118	Hold	4	–	–	﹤0.01%	2199
2025 Q1	$103	Buy	+4	New	+$99	﹤0.01%	2183

Other funds holding LENZ

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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's LENZ Position: Q3 2026 in Review

True Wealth Design reduced its LENZ Therapeutics (LENZ) stake by 47% in Q3 2026, selling an estimated $528 and leaving 118 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

True Wealth Design first reported a position in LENZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27K in Q2 2026. 4 funds tracked by Wall St. Rank hold LENZ as of Q3 2026.

True Wealth Design held 118 shares of LENZ Therapeutics worth $454 as of Q3 2026.
True Wealth Design sold 106 LENZ Therapeutics shares in Q3 2026, an estimated $528.
LENZ Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2162 holding.
True Wealth Design first reported a position in LENZ Therapeutics in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's LENZ Therapeutics position peaked at $1.27K in Q2 2026.
4 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.