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Beacon Investment Advisory Services’s Geron GERN Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$2.95K Hold
2,400
– – ﹤0.01% 714
2026
Q2 		$3.07K Hold
2,400
– – ﹤0.01% 725
2026
Q1 		$3.58K Buy
+2,400
New +$3.65K ﹤0.01% 722

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MNBTD
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EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Beacon Investment Advisory Services's GERN Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Geron (GERN) position steady in Q3 2026 at 2,400 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Beacon Investment Advisory Services first reported a position in GERN in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.58K in Q1 2026. 9 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • Beacon Investment Advisory Services held 2,400 shares of Geron worth $2.95K as of Q3 2026.
  • Beacon Investment Advisory Services left its Geron share count unchanged in Q3 2026.
  • Geron made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #714 holding.
  • Beacon Investment Advisory Services first reported a position in Geron in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Geron position peaked at $3.58K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.