Wealth Enhancement Advisory Services’s LENZ Therapeutics LENZ Stock Holding History

Wealth Enhancement Advisory 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	–	Sell	-83,243	Closed	-$1.4M	–	3895
2025 Q4	$1.4M	Sell	83,243 -122	-0.1%	-$3.56K	﹤0.01%	1741
2025 Q3	$3.91M	Buy	83,365 +68	+0.1%	+$2.5K	0.01%	1079
2025 Q2	$2.71M	Buy	83,297 +125	+0.2%	+$3.4K	﹤0.01%	1208
2025 Q1	$2.14M	Buy	83,172 +33	+0%	+$813	﹤0.01%	1209
2024 Q4	$2.4M	Buy	83,139 +35	+0%	+$1.07K	﹤0.01%	1084
2024 Q3	$1.97M	Buy	83,104 +1	+0%	+$22	﹤0.01%	1057
2024 Q2	$1.44M	Buy	+83,103	New	+$1.45M	﹤0.01%	1126

Other funds holding LENZ

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

7IH

72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's LENZ Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of LENZ Therapeutics (LENZ) in Q1 2026, closing a stake of 83,243 shares — an estimated $1.4M sold.

Wealth Enhancement Advisory Services first reported a position in LENZ in Q2 2024 and held it in 7 quarters. The position peaked at $3.91M in Q3 2025. 146 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining LENZ Therapeutics position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 83,243 LENZ Therapeutics shares in Q1 2026, an estimated $1.4M.
Wealth Enhancement Advisory Services first reported a position in LENZ Therapeutics in Q2 2024 and held it in 7 quarters.
Wealth Enhancement Advisory Services's LENZ Therapeutics position peaked at $3.91M in Q3 2025.
146 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.