Ballentine Partners’s Geron GERN Stock Holding History

Ballentine Partners’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	-93,971	Closed	-$129K	–	1038
2025 Q3	$129K	Buy	93,971 +11,887	+14%	+$15.8K	﹤0.01%	963
2025 Q2	$116K	Buy	+82,084	New	+$116K	﹤0.01%	932

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ballentine Partners's GERN Position: Q4 2025 in Review

Ballentine Partners sold out of Geron (GERN) in Q4 2025, closing a stake of 93,971 shares — an estimated $129K sold.

Ballentine Partners first reported a position in GERN in Q2 2025 and held it in 2 quarters. The position peaked at $129K in Q3 2025. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

Ballentine Partners reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 93,971 Geron shares in Q4 2025, an estimated $129K.
Ballentine Partners first reported a position in Geron in Q2 2025 and held it in 2 quarters.
Ballentine Partners's Geron position peaked at $129K in Q3 2025.
262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.