Linscomb Wealth’s Serina Therapeutics SER Stock Holding History

Linscomb Wealth’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 Q1	–	Sell	-18,800	Closed	-$36K	–	359
2025 Q4	$36K	Hold	18,800	–	–	﹤0.01%	305
2025 Q3	$101K	Buy	+18,800	New	+$100K	﹤0.01%	307

Other funds holding SER

SCM

Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Linscomb Wealth's SER Position: Q1 2026 in Review

Linscomb Wealth sold out of Serina Therapeutics (SER) in Q1 2026, closing a stake of 18,800 shares — an estimated $36K sold.

Linscomb Wealth first reported a position in SER in Q3 2025 and held it in 2 quarters. The position peaked at $101K in Q3 2025. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

Linscomb Wealth reported no remaining Serina Therapeutics position as of Q1 2026 after selling out during the quarter.
Linscomb Wealth sold 18,800 Serina Therapeutics shares in Q1 2026, an estimated $36K.
Linscomb Wealth first reported a position in Serina Therapeutics in Q3 2025 and held it in 2 quarters.
Linscomb Wealth's Serina Therapeutics position peaked at $101K in Q3 2025.
25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.