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 Q3	$37.6K	Hold	18,800	–	–	﹤0.01%	748
2026 Q2	$36.5K	Hold	18,800	–	–	﹤0.01%	735
2026 Q1	$36.5K	Buy	+18,800	New	+$41.4K	﹤0.01%	670

Other funds holding SER

Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's SER Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Serina Therapeutics (SER) position steady in Q3 2026 at 18,800 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Avidian Wealth Enterprises first reported a position in SER in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold SER as of Q3 2026.

Avidian Wealth Enterprises held 18,800 shares of Serina Therapeutics worth $37.6K as of Q3 2026.
Avidian Wealth Enterprises left its Serina Therapeutics share count unchanged in Q3 2026.
Serina Therapeutics made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #748 holding.
Avidian Wealth Enterprises first reported a position in Serina Therapeutics in Q1 2026 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.