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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM