GWM
SERV

Geneos Wealth Management’s Serve Robotics SERV Stock Holding History

Geneos Wealth Management’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 		$6.67K Buy
1,013
+500
+97% +$4.17K ﹤0.01% 2109
2026
Q1 		$4.33K Hold
513
– – ﹤0.01% 2189
2025
Q4 		$5.33K Buy
+513
New +$6.16K ﹤0.01% 2122

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 $3.38T AUM 44.17% 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

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

Geneos Wealth Management increased its Serve Robotics (SERV) stake by 97% in Q2 2026, buying an estimated $4.17K and bringing the position to 1,013 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Geneos Wealth Management first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Geneos Wealth Management held 1,013 shares of Serve Robotics worth $6.67K as of Q2 2026.
  • Geneos Wealth Management bought 500 Serve Robotics shares in Q2 2026, an estimated $4.17K.
  • Serve Robotics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2109 holding.
  • Geneos Wealth Management first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

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