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Allworth Financial’s Geron GERN Stock Holding History

Allworth Financial’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
2026
Q2 		$857 Sell
669
-2,052
-75% -$2.89K ﹤0.01% 4751
2026
Q1 		$4.05K Buy
2,721
+318
+13% +$483 ﹤0.01% 4072
2025
Q4 		$3.17K Buy
2,403
+821
+52% +$1.03K ﹤0.01% 3948
2025
Q3 		$2.17K Sell
1,582
-1,959
-55% -$2.61K ﹤0.01% 3965
2025
Q2 		$4.99K Buy
3,541
+1,204
+52% +$1.71K ﹤0.01% 3258
2025
Q1 		$3.32K Buy
2,337
+2,281
+4,073% +$5.55K ﹤0.01% 2989
2024
Q4 		$168 Buy
+56
New +$224 ﹤0.01% 3812

Other funds holding GERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's GERN Position: Q2 2026 in Review

Allworth Financial reduced its Geron (GERN) stake by 75% in Q2 2026, selling an estimated $2.89K and leaving 669 shares worth $857. The position accounts for ﹤0.01% of the portfolio, ranked #4751.

Allworth Financial first reported a position in GERN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.99K in Q2 2025. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Allworth Financial held 669 shares of Geron worth $857 as of Q2 2026.
  • Allworth Financial sold 2,052 Geron shares in Q2 2026, an estimated $2.89K.
  • Geron made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4751 holding.
  • Allworth Financial first reported a position in Geron in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's Geron position peaked at $4.99K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.