Geneos Wealth Management
SERV icon

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
Q3 		$4.71K Hold
1,013
– – ﹤0.01% 2660
2026
Q2 		$6.67K Buy
1,013
+500
+97% +$4.18K ﹤0.01% 2109
2026
Q1 		$4.33K Hold
513
– – ﹤0.01% 2189
2025
Q4 		$5.32K Buy
+513
New +$6.16K ﹤0.01% 2122

Other funds holding SERV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management's SERV Position: Q3 2026 in Review

Geneos Wealth Management held its Serve Robotics (SERV) position steady in Q3 2026 at 1,013 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Geneos Wealth Management first reported a position in SERV in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.67K in Q2 2026. 107 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Geneos Wealth Management held 1,013 shares of Serve Robotics worth $4.71K as of Q3 2026.
  • Geneos Wealth Management left its Serve Robotics share count unchanged in Q3 2026.
  • Serve Robotics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2660 holding.
  • Geneos Wealth Management first reported a position in Serve Robotics in Q4 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Serve Robotics position peaked at $6.67K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.