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

Cassaday & 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 		$640 Hold
500
– – ﹤0.01% 1114
2026
Q1 		$745 Buy
+500
New +$760 ﹤0.01% 1158

Other funds holding GERN

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RCM
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SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cassaday & Co Wealth Management held its Geron (GERN) position steady in Q2 2026 at 500 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Cassaday & Co Wealth Management first reported a position in GERN in Q1 2026 and has held it in 2 quarters since. The position peaked at $745 in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Cassaday & Co Wealth Management held 500 shares of Geron worth $640 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • Cassaday & Co Wealth Management first reported a position in Geron in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Geron position peaked at $745 in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.