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Global Retirement Partners’s Serina Therapeutics SER Stock Holding History

Global Retirement Partners’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2 Buy
+1
New +$2 ﹤0.01% 4510
2025
Q4 		$2 Hold
1
– – ﹤0.01% 4225
2025
Q3 		$5 Hold
1
– – ﹤0.01% 3857
2025
Q2 		$6 Buy
+1
New +$6 ﹤0.01% 3792

Other funds holding SER

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's SER Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Serina Therapeutics (SER) in Q2 2026: 1 share worth $2. The stake represents ﹤0.01% of the portfolio and ranks #4510 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SER as recently as Q4 2025.

Global Retirement Partners first reported a position in SER in Q2 2025 and has held it in 4 quarters since. The position peaked at $6 in Q2 2025. 21 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Global Retirement Partners held 1 share of Serina Therapeutics worth $2 as of Q2 2026.
  • Serina Therapeutics was a new Global Retirement Partners position in Q2 2026.
  • Serina Therapeutics made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4510 holding.
  • Global Retirement Partners first reported a position in Serina Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Serina Therapeutics position peaked at $6 in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.