Wealth Enhancement Advisory Services
LENZ

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

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return