KESTRA PRIVATE WEALTH SERVICES, LLC
Position in LENZ — LENZ Therapeutics, Inc.
CIK 1649451
AUSTIN, TX
Position in LENZ
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$249,831
-$187,033 QoQ
Shares Held
27,304
0.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in LENZ Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $9,792,733 across 21 Biotechnology names. LENZ ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,675 | $4,320,274 | |
| 2 | DFTX |
Definium Therapeutics, Inc.
|
50,588 | $956,113 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
993 | $767,231 | |
| 4 | INCY |
Incyte Corp
|
7,196 | $677,287 | |
| 5 | EXEL |
Exelixis, Inc.
|
13,616 | $583,990 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
11,064 | $526,314 | |
| 7 | VKTX |
Viking Therapeutics, Inc.
|
11,191 | $364,155 | |
| 8 | ARQT |
Arcutis Biotherapeutics, Inc.
|
11,729 | $276,335 |
All Filings in LENZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,831 | 27,304 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $436,864 | 27,304 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,271,820 | 27,304 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $800,280 | 27,304 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $701,985 | 27,304 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $788,266 | 27,304 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $652,944 | 27,504 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||