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
Q1 		$16.1K Sell
10,812
-60,322
-85% -$91.7K ﹤0.01% 2792
2025
Q4 		$94.9K Buy
71,134
+35,729
+101% +$44.8K ﹤0.01% 2651
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

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return