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CLA (CliftonLarsonAllen) Wealth Advisors’s Sera Prognostics SERA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-78,855
Closed -$241K – 215
2025
Q3 		$241K Hold
78,855
– – ﹤0.01% 198
2025
Q2 		$218K Buy
+78,855
New +$195K ﹤0.01% 202

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
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SERA Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Sera Prognostics (SERA) in Q4 2025, closing a stake of 78,855 shares — an estimated $241K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SERA in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 57 funds tracked by Wall St. Rank hold SERA as of Q4 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Sera Prognostics position as of Q4 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 78,855 Sera Prognostics shares in Q4 2025, an estimated $241K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Sera Prognostics in Q2 2025 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Sera Prognostics position peaked at $241K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Sera Prognostics as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.