GWP
SERV

Gen-Wealth Partners’s Serve Robotics SERV Stock Holding History

Gen-Wealth Partners’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29K Hold
196
– – ﹤0.01% 656
2026
Q1 		$1.65K Hold
196
– – ﹤0.01% 650
2025
Q4 		$2.03K Buy
+196
New +$2.35K ﹤0.01% 612

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Gen-Wealth Partners's SERV Position: Q2 2026 in Review

Gen-Wealth Partners held its Serve Robotics (SERV) position steady in Q2 2026 at 196 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Gen-Wealth Partners first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03K in Q4 2025. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Gen-Wealth Partners held 196 shares of Serve Robotics worth $1.29K as of Q2 2026.
  • Gen-Wealth Partners left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #656 holding.
  • Gen-Wealth Partners first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Serve Robotics position peaked at $2.03K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.