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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
Q2 		$19.7K Hold
10,800
– – ﹤0.01% 1809
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 $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geneos Wealth Management's SERA Position: Q2 2026 in Review

Geneos Wealth Management held its Sera Prognostics (SERA) position steady in Q2 2026 at 10,800 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Geneos Wealth Management first reported a position in SERA in Q3 2025 and has held it in 4 quarters since. The position peaked at $23K in Q4 2025. 47 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Geneos Wealth Management held 10,800 shares of Sera Prognostics worth $19.7K as of Q2 2026.
  • Geneos Wealth Management left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1809 holding.
  • Geneos Wealth Management first reported a position in Sera Prognostics in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Sera Prognostics position peaked at $23K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.