Bartlett & Co Wealth Management’s Geron GERN Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-1,000	Closed	-$1.57K	–	1345
2026 Q1	$1.57K	Hold	1,000	–	–	﹤0.01%	1123
2025 Q4	$1.32K	Hold	1,000	–	–	﹤0.01%	1139
2025 Q3	$1.37K	Hold	1,000	–	–	﹤0.01%	1114
2025 Q2	$1.41K	Hold	1,000	–	–	﹤0.01%	1123
2025 Q1	$1.59K	Hold	1,000	–	–	﹤0.01%	1082
2024 Q4	$3.54K	Hold	1,000	–	–	﹤0.01%	1000
2024 Q3	$4.54K	Hold	1,000	–	–	﹤0.01%	980
2024 Q2	$4.24K	Buy	+1,000	New	+$3.9K	﹤0.01%	999

Other funds holding GERN

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's GERN Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Geron (GERN) in Q2 2026, closing a stake of 1,000 shares — an estimated $1.57K sold.

Bartlett & Co Wealth Management first reported a position in GERN in Q2 2024 and held it in 8 quarters. The position peaked at $4.54K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,000 Geron shares in Q2 2026, an estimated $1.57K.
Bartlett & Co Wealth Management first reported a position in Geron in Q2 2024 and held it in 8 quarters.
Bartlett & Co Wealth Management's Geron position peaked at $4.54K in Q3 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.