Twelve Points Wealth Management’s Sera Prognostics SERA Stock Holding History

Twelve Points 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 Q2	$79K	Hold	43,388	–	–	0.02%	213
2026 Q1	$88.1K	Hold	43,388	–	–	0.02%	197
2025 Q4	$160K	Hold	43,388	–	–	0.04%	191
2025 Q3	$133K	Hold	43,388	–	–	0.03%	189
2025 Q2	$120K	Hold	43,388	–	–	0.03%	188
2025 Q1	$160K	Hold	43,388	–	–	0.04%	171
2024 Q4	$353K	Hold	43,388	–	–	0.1%	138
2024 Q3	$338K	Hold	43,388	–	–	0.11%	147
2024 Q2	$257K	Buy	+43,388	New	+$388K	0.09%	155

Other funds holding SERA

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Twelve Points Wealth Management's SERA Position: Q2 2026 in Review

Twelve Points Wealth Management held its Sera Prognostics (SERA) position steady in Q2 2026 at 43,388 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #213.

Twelve Points Wealth Management first reported a position in SERA in Q2 2024 and has held it in 9 quarters since. The position peaked at $353K in Q4 2024. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

Twelve Points Wealth Management held 43,388 shares of Sera Prognostics worth $79K as of Q2 2026.
Twelve Points Wealth Management left its Sera Prognostics share count unchanged in Q2 2026.
Sera Prognostics made up 0.02% of Twelve Points Wealth Management's portfolio in Q2 2026, its #213 holding.
Twelve Points Wealth Management first reported a position in Sera Prognostics in Q2 2024 and has held it in 9 quarters since.
Twelve Points Wealth Management's Sera Prognostics position peaked at $353K in Q4 2024.
46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.