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Bernardo Wealth Planning’s Geron GERN Stock Holding History

Bernardo Wealth Planning’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
-11,650
Closed -$16K – 128
2025
Q3 		$16K Hold
11,650
– – ﹤0.01% 127
2025
Q2 		$16K Hold
11,650
– – ﹤0.01% 119
2025
Q1 		$19K Buy
+11,650
New +$28.4K ﹤0.01% 112

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
State Street
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bernardo Wealth Planning's GERN Position: Q4 2025 in Review

Bernardo Wealth Planning sold out of Geron (GERN) in Q4 2025, closing a stake of 11,650 shares — an estimated $16K sold.

Bernardo Wealth Planning first reported a position in GERN in Q1 2025 and held it in 3 quarters. The position peaked at $19K in Q1 2025. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

  • Bernardo Wealth Planning reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 11,650 Geron shares in Q4 2025, an estimated $16K.
  • Bernardo Wealth Planning first reported a position in Geron in Q1 2025 and held it in 3 quarters.
  • Bernardo Wealth Planning's Geron position peaked at $19K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Bernardo Wealth Planning's 13F filing for Q4 2025, filed 26 Jan 2026.