Centerpoint Advisors’s Geron GERN Stock Holding History

Centerpoint 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
2026 Q1	$0	Hold	300	–	–	﹤0.01%	402
2025 Q4	$0	Hold	300	–	–	﹤0.01%	420
2025 Q3	$0	Hold	300	–	–	﹤0.01%	451
2025 Q2	$0	Hold	300	–	–	﹤0.01%	407
2025 Q1	$0	Hold	300	–	–	﹤0.01%	409
2024 Q4	$1K	Hold	300	–	–	﹤0.01%	428
2024 Q3	$1K	Hold	300	–	–	﹤0.01%	449
2024 Q2	$1K	Hold	300	–	–	﹤0.01%	421
2024 Q1	$1K	Hold	300	–	–	﹤0.01%	409
2023 Q4	$1K	Hold	300	–	–	﹤0.01%	405
2023 Q3	$1K	Hold	300	–	–	﹤0.01%	499
2023 Q2	$1K	Hold	300	–	–	﹤0.01%	502
2023 Q1	$1K	Sell	300 -2,000	-87%	-$5.68K	﹤0.01%	497
2022 Q4	$6K	Buy	2,300 +1,700	+283%	+$3.81K	﹤0.01%	340
2022 Q3	$1K	Buy	600 +300	+100%	+$672	﹤0.01%	350
2022 Q2	$0	Hold	300	–	–	﹤0.01%	408
2022 Q1	$0	Hold	300	–	–	﹤0.01%	422
2021 Q4	$0	Hold	300	–	–	﹤0.01%	438
2021 Q3	$0	Hold	300	–	–	﹤0.01%	299
2021 Q2	$0	Hold	300	–	–	﹤0.01%	293
2021 Q1	$0	Sell	300 -300	-50%	-$536	﹤0.01%	273
2020 Q4	$1K	Hold	600	–	–	﹤0.01%	233
2020 Q3	$1K	Hold	600	–	–	﹤0.01%	216
2020 Q2	$1K	Buy	+600	New	+$897	﹤0.01%	257

Other funds holding GERN

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return