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Centricity Wealth Management’s Geron GERN Stock Holding History

Centricity 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
2025
Q2 		– Sell
-49
Closed -$78 – 437
2025
Q1 		$78 Hold
49
– – ﹤0.01% 447
2024
Q4 		$173 Buy
+49
New +$196 ﹤0.01% 451

Other funds holding GERN

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DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centricity Wealth Management's GERN Position: Q2 2025 in Review

Centricity Wealth Management sold out of Geron (GERN) in Q2 2025, closing a stake of 49 shares — an estimated $78 sold.

Centricity Wealth Management first reported a position in GERN in Q4 2024 and held it in 2 quarters. The position peaked at $173 in Q4 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2025.

  • Centricity Wealth Management reported no remaining Geron position as of Q2 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 49 Geron shares in Q2 2025, an estimated $78.
  • Centricity Wealth Management first reported a position in Geron in Q4 2024 and held it in 2 quarters.
  • Centricity Wealth Management's Geron position peaked at $173 in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.