GWM
SERA icon

Geneos Wealth Management’s Sera Prognostics SERA Stock Holding History

Geneos Wealth Management’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
2026
Q1 		$21.9K Buy
10,800
+3,000
+38% +$7.73K ﹤0.01% 1730
2025
Q4 		$23K Buy
7,800
+3,300
+73% +$10.6K ﹤0.01% 1677
2025
Q3 		$13.8K Buy
+4,500
New +$12.8K ﹤0.01% 1860

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
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geneos Wealth Management's SERA Position: Q1 2026 in Review

Geneos Wealth Management increased its Sera Prognostics (SERA) stake by 38% in Q1 2026, buying an estimated $7.73K and bringing the position to 10,800 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Geneos Wealth Management first reported a position in SERA in Q3 2025 and has held it in 3 quarters since. The position peaked at $23K in Q4 2025. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Geneos Wealth Management held 10,800 shares of Sera Prognostics worth $21.9K as of Q1 2026.
  • Geneos Wealth Management bought 3,000 Sera Prognostics shares in Q1 2026, an estimated $7.73K.
  • Sera Prognostics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1730 holding.
  • Geneos Wealth Management first reported a position in Sera Prognostics in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Sera Prognostics position peaked at $23K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.