True Wealth Design’s Lexeo Therapeutics LXEO Stock Holding History

True Wealth Design’s Portfolio LXEO Stock Details LXEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$918	Sell	197 -29	-13%	-$157	﹤0.01%	2016
2026 Q1	$1.3K	Hold	226	–	–	﹤0.01%	1707
2025 Q4	$2.25K	Hold	226	–	–	﹤0.01%	1411
2025 Q3	$1.5K	Buy	226 +223	+7,433%	+$1.08K	﹤0.01%	1588
2025 Q2	$13	Sell	3 -16	-84%	-$53	﹤0.01%	2534
2025 Q1	$66	Buy	+19	New	+$84	﹤0.01%	2315

Other funds holding LXEO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

True Wealth Design's LXEO Position: Q2 2026 in Review

True Wealth Design reduced its Lexeo Therapeutics (LXEO) stake by 13% in Q2 2026, selling an estimated $157 and leaving 197 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

True Wealth Design first reported a position in LXEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25K in Q4 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

True Wealth Design held 197 shares of Lexeo Therapeutics worth $918 as of Q2 2026.
True Wealth Design sold 29 Lexeo Therapeutics shares in Q2 2026, an estimated $157.
Lexeo Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2016 holding.
True Wealth Design first reported a position in Lexeo Therapeutics in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Lexeo Therapeutics position peaked at $2.25K in Q4 2025.
16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.