Corient Private Wealth
GERN icon

Corient Private Wealth’s Geron GERN Stock Holding History

Corient Private Wealth’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 		$44.1K Buy
34,455
+23,643
+219% +$33.3K ﹤0.01% 2998
2026
Q1 		$16.1K Sell
10,812
-24,805
-70% -$37.7K ﹤0.01% 2792
2025
Q4 		$47.5K Buy
35,617
+212
+0.6% +$266 ﹤0.01% 2600
2025
Q3 		$48.5K Sell
35,405
-1,050
-3% -$1.4K ﹤0.01% 2502
2025
Q2 		$51.4K Sell
36,455
-648
-2% -$919 ﹤0.01% 2383
2025
Q1 		$59K Sell
37,103
-482
-1% -$1.17K ﹤0.01% 2216
2024
Q4 		$133K Buy
37,585
+13,896
+59% +$55.5K ﹤0.01% 2192
2024
Q3 		$108K Buy
23,689
+43
+0.2% +$196 ﹤0.01% 2318
2024
Q2 		$100K Sell
23,646
-29,922
-56% -$117K ﹤0.01% 2213
2024
Q1 		$177K Sell
53,568
-36,625
-41% -$82.1K ﹤0.01% 2122
2023
Q4 		$190K Buy
90,193
+11,996
+15% +$23.3K ﹤0.01% 2087
2023
Q3 		$166K Buy
78,197
+3,100
+4% +$8.41K ﹤0.01% 1957
2023
Q2 		$241K Sell
75,097
-2,000
-3% -$5.69K ﹤0.01% 1795
2023
Q1 		$167K Buy
77,097
+35,000
+83% +$99.4K ﹤0.01% 1821
2022
Q4 		$102K Buy
+42,097
New +$94.3K ﹤0.01% 1571

Other funds holding GERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
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

Corient Private Wealth's GERN Position: Q2 2026 in Review

Corient Private Wealth increased its Geron (GERN) stake by 219% in Q2 2026, buying an estimated $33.3K and bringing the position to 34,455 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Corient Private Wealth first reported a position in GERN in Q4 2022 and has held it in 15 quarters since. The position peaked at $241K in Q2 2023. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Corient Private Wealth held 34,455 shares of Geron worth $44.1K as of Q2 2026.
  • Corient Private Wealth bought 23,643 Geron shares in Q2 2026, an estimated $33.3K.
  • Geron made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2998 holding.
  • Corient Private Wealth first reported a position in Geron in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Geron position peaked at $241K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.