Rise Advisors’s Sera Prognostics SERA Stock Holding History

Rise Advisors’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
2025 Q3	–	Sell	-172	Closed	-$476	–	1602
2025 Q2	$476	Buy	+172	New	+$426	﹤0.01%	1429

Other funds holding SERA

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Rise Advisors's SERA Position: Q3 2025 in Review

Rise Advisors sold out of Sera Prognostics (SERA) in Q3 2025, closing a stake of 172 shares — an estimated $476 sold.

Rise Advisors first reported a position in SERA in Q2 2025 and held it in 1 quarter. The position peaked at $476 in Q2 2025. 62 funds tracked by Wall St. Rank hold SERA as of Q3 2025.

Rise Advisors reported no remaining Sera Prognostics position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 172 Sera Prognostics shares in Q3 2025, an estimated $476.
Rise Advisors first reported a position in Sera Prognostics in Q2 2025 and held it in 1 quarter.
Rise Advisors's Sera Prognostics position peaked at $476 in Q2 2025.
62 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.