Geneos Wealth Management Inc. SERA — SERA PROGNOSTICS INC

Ownership history in Geneos Wealth Management Inc.  ·  4 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported SERA PROGNOSTICS INC (SERA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows SERA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SERA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in SERA PROGNOSTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SERA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SERA stock page Geneos Wealth Management Inc. fund profile Geneos Wealth Management Inc. full holdings
How Geneos Wealth Management Inc. held SERA — position size vs. price
% of Fund (quarterly)    SERA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,800 — 0% 0.00% $20K 2026-08-06 $2.00
2026 Q1 ADDED — — — 10,800 +3,000 +38.5% 0.00% $22K 2026-05-05 $1.88
2025 Q4 ADDED — — — 7,800 +3,300 +73.3% 0.00% $23K 2026-01-28 $2.88
2025 Q3 INITIATED — — — 4,500 — — 0.00% $14K 2025-10-22 $3.22

🏢 Other funds also holding SERA

As of 2026 Q2 — sorted by position size

Requisite Capital Management, LLC 3Y 7Y 0.02% Twelve Points Wealth Management LLC 3Y 0.02% Aberdeen Group plc 3Y 7Y 0.01% Wagner Wealth Management, LLC 3Y 7Y 0.0% Catalyst Funds Management Pty Ltd 0.0% Perigon Wealth Management, LLC 3Y 7Y 0.0% Birch Hill Investment Advisors LLC 3Y 7Y 0.0% Ballentine Partners, LLC 3Y 7Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Geneos Wealth Management Inc. and SERA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning SERA?

Geneos Wealth Management Inc. reported SERA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SERA position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for SERA was 0.00% in 2025 Q4.

What is the latest reported SERA position on this page?

The most recent filing on this page is 2026 Q2, when Geneos Wealth Management Inc. reported 10,800 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this SERA ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly SERA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Geneos Wealth Management Inc. time their SERA position?

Based on 13F filing dates vs. subsequent SERA price moves, Geneos Wealth Management Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SERA relative to SPY over the holding period was -54.7%.

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