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Creative Planning

Position in LXEO — Lexeo Therapeutics, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in LXEO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$338,069
-$46,964 QoQ
Shares Held
72,625
+8.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 141 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LXEO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $457,365,908 across 219 Biotechnology names. LXEO ranks #141 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LXEO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $338,069 72,625
2026-03-31 $385,033 67,079
2025-12-31 $102,854 10,358