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Avion Wealth’s Geron GERN Stock Holding History

Avion Wealth’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 		$2K Sell
2,000
-387
-16% -$545 ﹤0.01% 1062
2026
Q1 		$3K Buy
2,387
+387
+19% +$588 ﹤0.01% 777
2025
Q4 		$2K Sell
2,000
-361
-15% -$453 ﹤0.01% 870
2025
Q3 		$3K Buy
2,361
+361
+18% +$481 ﹤0.01% 751
2025
Q2 		$2K Hold
2,000
– – ﹤0.01% 807
2025
Q1 		$7K Hold
2,000
– – ﹤0.01% 465
2024
Q4 		$7K Hold
2,000
– – ﹤0.01% 464
2024
Q3 		$9K Hold
2,000
– – ﹤0.01% 390
2024
Q2 		$8K Hold
2,000
– – ﹤0.01% 371
2024
Q1 		$7K Hold
2,000
– – ﹤0.01% 383
2023
Q4 		$4K Hold
2,000
– – ﹤0.01% 431
2023
Q3 		$4K Buy
+2,000
New +$5.43K ﹤0.01% 384

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

Avion Wealth's GERN Position: Q2 2026 in Review

Avion Wealth reduced its Geron (GERN) stake by 16% in Q2 2026, selling an estimated $545 and leaving 2,000 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Avion Wealth first reported a position in GERN in Q3 2023 and has held it in 12 quarters since. The position peaked at $9K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Avion Wealth held 2,000 shares of Geron worth $2K as of Q2 2026.
  • Avion Wealth sold 387 Geron shares in Q2 2026, an estimated $545.
  • Geron made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1062 holding.
  • Avion Wealth first reported a position in Geron in Q3 2023 and has held it in 12 quarters since.
  • Avion Wealth's Geron position peaked at $9K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.