Capstone Investment Advisors
GERN icon

Capstone Investment Advisors’s Geron GERN Stock Holding History

Capstone Investment Advisors’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
-38,913
Closed -$53.3K – 1770
2025
Q3 		$53.3K Buy
+38,913
New +$51.8K ﹤0.01% 1884
2024
Q1 		– Sell
-63,437
Closed -$134K – 2406
2023
Q4 		$134K Sell
63,437
-56,192
-47% -$109K ﹤0.01% 1891
2023
Q3 		$254K Buy
119,629
+105,892
+771% +$287K ﹤0.01% 1696
2023
Q2 		$44.1K Buy
+13,737
New +$39.1K ﹤0.01% 1773
2018
Q4 		– Sell
-50,000
Closed -$88K – 1290
2018
Q3 		$88K Buy
+50,000
New +$218K ﹤0.01% 1152

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.12B AUM 144% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
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
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capstone Investment Advisors's GERN Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Geron (GERN) in Q4 2025, closing a stake of 38,913 shares — an estimated $53.3K sold.

Capstone Investment Advisors first reported a position in GERN in Q3 2018 and held it in 5 quarters. The position peaked at $254K in Q3 2023. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 38,913 Geron shares in Q4 2025, an estimated $53.3K.
  • Capstone Investment Advisors first reported a position in Geron in Q3 2018 and held it in 5 quarters.
  • Capstone Investment Advisors's Geron position peaked at $254K in Q3 2023.
  • 262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.