Wealth Enhancement Advisory Services’s Sera Prognostics SERA Stock Holding History

Wealth Enhancement Advisory Services’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	$20.7K	Sell	10,504 -54	-0.5%	-$107	﹤0.01%	4032
2026 Q1	$21.2K	Sell	10,558 -81	-0.8%	-$209	﹤0.01%	3498
2025 Q4	$31.5K	Buy	+10,639	New	+$34.3K	﹤0.01%	3556
2025 Q3	–	Sell	-99,155	Closed	-$247K	–	3687
2025 Q2	$247K	Buy	99,155 +391	+0.4%	+$968	﹤0.01%	2808
2025 Q1	$363K	Sell	98,764 -59,081	-37%	-$301K	﹤0.01%	2290
2024 Q4	$1.28M	Buy	+157,845	New	+$1.16M	﹤0.01%	1415

Other funds holding SERA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's SERA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Sera Prognostics (SERA) stake by 0.51% in Q2 2026, selling an estimated $107 and leaving 10,504 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4032.

Wealth Enhancement Advisory Services first reported a position in SERA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2024. 2 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

Wealth Enhancement Advisory Services held 10,504 shares of Sera Prognostics worth $20.7K as of Q2 2026.
Wealth Enhancement Advisory Services sold 54 Sera Prognostics shares in Q2 2026, an estimated $107.
Sera Prognostics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4032 holding.
Wealth Enhancement Advisory Services first reported a position in Sera Prognostics in Q4 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Sera Prognostics position peaked at $1.28M in Q4 2024.
2 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.