Perigon Wealth Management’s Sera Prognostics SERA Stock Holding History

Perigon 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 Q3	$152K	Hold	72,685	–	–	﹤0.01%	1415
2026 Q2	$132K	Hold	72,685	–	–	﹤0.01%	1391
2026 Q1	$148K	Hold	72,685	–	–	﹤0.01%	1243
2025 Q4	$214K	Hold	72,685	–	–	﹤0.01%	1210
2025 Q3	$222K	Hold	72,685	–	–	﹤0.01%	1099
2025 Q2	$201K	Hold	72,685	–	–	﹤0.01%	1009
2025 Q1	$267K	Hold	72,685	–	–	0.01%	854
2024 Q4	$480K	Sell	72,685 -7,500	-9%	-$55.1K	0.01%	654
2024 Q3	$625K	Sell	80,185 -5,000	-6%	-$36.3K	0.02%	551
2024 Q2	$504K	Hold	85,185	–	–	0.01%	530
2024 Q1	$775K	Hold	85,185	–	–	0.02%	427
2023 Q4	$509K	Buy	+85,185	New	+$247K	0.02%	494

Other funds holding SERA

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Perigon Wealth Management's SERA Position: Q3 2026 in Review

Perigon Wealth Management held its Sera Prognostics (SERA) position steady in Q3 2026 at 72,685 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Perigon Wealth Management first reported a position in SERA in Q4 2023 and has held it in 12 quarters since. The position peaked at $775K in Q1 2024. 11 funds tracked by Wall St. Rank hold SERA as of Q3 2026.

Perigon Wealth Management held 72,685 shares of Sera Prognostics worth $152K as of Q3 2026.
Perigon Wealth Management left its Sera Prognostics share count unchanged in Q3 2026.
Sera Prognostics made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1415 holding.
Perigon Wealth Management first reported a position in Sera Prognostics in Q4 2023 and has held it in 12 quarters since.
Perigon Wealth Management's Sera Prognostics position peaked at $775K in Q1 2024.
11 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.