Carson Wealth (CWM LLC)
GERN icon

Carson Wealth (CWM LLC)’s Geron GERN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.25K Buy
3,527
+3,185
+931% +$4.84K ﹤0.01% 5008
2025
Q4 		$0 Sell
342
-2,707
-89% -$3.4K ﹤0.01% 5458
2025
Q3 		$4K Sell
3,049
-7,736
-72% -$10.3K ﹤0.01% 4808
2025
Q2 		$15K Buy
10,785
+8,097
+301% +$11.5K ﹤0.01% 4081
2025
Q1 		$4K Buy
2,688
+2,421
+907% +$5.9K ﹤0.01% 4536
2024
Q4 		$1K Sell
267
-482
-64% -$1.93K ﹤0.01% 4707
2024
Q3 		$3K Buy
749
+525
+234% +$2.39K ﹤0.01% 4273
2024
Q2 		$1K Buy
224
+198
+762% +$772 ﹤0.01% 4387
2024
Q1 		$0 Buy
+26
New +$58 ﹤0.01% 4475

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GERN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Geron (GERN) stake by 931% in Q1 2026, buying an estimated $4.84K and bringing the position to 3,527 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5008.

Carson Wealth (CWM LLC) first reported a position in GERN in Q1 2024 and has held it in 9 quarters since. The position peaked at $15K in Q2 2025. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,527 shares of Geron worth $5.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,185 Geron shares in Q1 2026, an estimated $4.84K.
  • Geron made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5008 holding.
  • Carson Wealth (CWM LLC) first reported a position in Geron in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Geron position peaked at $15K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.