Wealth Enhancement Advisory Services
SERA icon

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
Q3 		$21.2K Sell
10,500
-4
-0% -$8 ﹤0.01% 4123
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

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Vivo Capital
Vivo Capital Palo Alto, California $909M AUM 385.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
AIC
AWM Investment Company New York $1.04B AUM 103.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's SERA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Sera Prognostics (SERA) stake by 0.04% in Q3 2026, selling an estimated $8 and leaving 10,500 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4123.

Wealth Enhancement Advisory Services first reported a position in SERA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 41 funds tracked by Wall St. Rank hold SERA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,500 shares of Sera Prognostics worth $21.2K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4 Sera Prognostics shares in Q3 2026, an estimated $8.
  • Sera Prognostics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4123 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sera Prognostics in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Sera Prognostics position peaked at $1.28M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.