Avion Wealth’s Sera Prognostics SERA Stock Holding History

Avion Wealth’s Portfolio SERA Stock Details SERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-151	Closed	–	–	1548
2025 Q3	$0	Buy	+151	New	+$430	﹤0.01%	1507

Other funds holding SERA

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Avion Wealth's SERA Position: Q4 2025 in Review

Avion Wealth sold out of Sera Prognostics (SERA) in Q4 2025, closing a stake of 151 shares.

Avion Wealth first reported a position in SERA in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 57 funds tracked by Wall St. Rank hold SERA as of Q4 2025.

Avion Wealth reported no remaining Sera Prognostics position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 151 Sera Prognostics shares in Q4 2025.
Avion Wealth first reported a position in Sera Prognostics in Q3 2025 and held it in 1 quarter.
Avion Wealth's Sera Prognostics position peaked at $0 in Q3 2025.
57 funds tracked by Wall St. Rank held Sera Prognostics as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.