Axim Planning & Wealth’s Geron GERN Stock Holding History

Axim Planning & 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
2025 Q4	–	Sell	-10,600	Closed	-$14.5K	–	82
2025 Q3	$14.5K	Buy	+10,600	New	+$14.1K	0.01%	83

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

Axim Planning & Wealth's GERN Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Geron (GERN) in Q4 2025, closing a stake of 10,600 shares — an estimated $14.5K sold.

Axim Planning & Wealth first reported a position in GERN in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

Axim Planning & Wealth reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
Axim Planning & Wealth sold 10,600 Geron shares in Q4 2025, an estimated $14.5K.
Axim Planning & Wealth first reported a position in Geron in Q3 2025 and held it in 1 quarter.
Axim Planning & Wealth's Geron position peaked at $14.5K in Q3 2025.
262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.