Wealth Enhancement Advisory Services
LXEO icon

Wealth Enhancement Advisory Services’s Lexeo Therapeutics LXEO Stock Holding History

Wealth Enhancement Advisory Services’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 		$61.4K Sell
12,745
-3,246
-20% -$17.6K ﹤0.01% 3889
2026
Q1 		$91.5K Buy
15,991
+1,661
+12% +$11.8K ﹤0.01% 3336
2025
Q4 		$136K Buy
14,330
+86
+0.6% +$785 ﹤0.01% 3369
2025
Q3 		$119K Buy
+14,244
New +$68.9K ﹤0.01% 3296

Other funds holding LXEO

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's LXEO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Lexeo Therapeutics (LXEO) stake by 20% in Q2 2026, selling an estimated $17.6K and leaving 12,745 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

Wealth Enhancement Advisory Services first reported a position in LXEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $136K in Q4 2025. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,745 shares of Lexeo Therapeutics worth $61.4K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,246 Lexeo Therapeutics shares in Q2 2026, an estimated $17.6K.
  • Lexeo Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3889 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Lexeo Therapeutics position peaked at $136K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.