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Avidian Wealth Enterprises’s Serina Therapeutics SER Stock Holding History

Avidian Wealth Enterprises’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.5K Buy
+18,800
New +$41.4K ﹤0.01% 670

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $541M AUM 1,009.51% 1-Year Est. Return

Avidian Wealth Enterprises's SER Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in Serina Therapeutics (SER) in Q1 2026: 18,800 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Avidian Wealth Enterprises held 18,800 shares of Serina Therapeutics worth $36.5K as of Q1 2026.
  • Serina Therapeutics was a new Avidian Wealth Enterprises position in Q1 2026.
  • Serina Therapeutics made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #670 holding.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.