Advisory Services Network’s Geron GERN Stock Holding History

Advisory Services Network’s Portfolio GERN Stock Details GERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-87	Closed	-$119	–	2778
2025 Q3	$119	Buy	+87	New	+$116	﹤0.01%	4310
2020 Q4	–	Sell	-80,000	Closed	-$139K	–	3435
2020 Q3	$139K	Hold	80,000	–	–	0.01%	1113
2020 Q2	$174K	Hold	80,000	–	–	0.01%	960
2020 Q1	$95K	Hold	80,000	–	–	0.01%	1094
2019 Q4	$109K	Buy	+80,000	New	+$116K	0.01%	1123
2019 Q1	–	Sell	-2,000	Closed	-$2K	–	2586
2018 Q4	$2K	Sell	2,000 -13,750	-87%	-$20.9K	﹤0.01%	2301
2018 Q3	$28K	Buy	15,750 +10,000	+174%	+$43.6K	﹤0.01%	1456
2018 Q2	$20K	Buy	+5,750	New	+$22K	﹤0.01%	1544

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Services Network's GERN Position: Q4 2025 in Review

Advisory Services Network sold out of Geron (GERN) in Q4 2025, closing a stake of 87 shares — an estimated $119 sold.

Advisory Services Network first reported a position in GERN in Q2 2018 and held it in 8 quarters. The position peaked at $174K in Q2 2020. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

Advisory Services Network reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 87 Geron shares in Q4 2025, an estimated $119.
Advisory Services Network first reported a position in Geron in Q2 2018 and held it in 8 quarters.
Advisory Services Network's Geron position peaked at $174K in Q2 2020.
262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.