Crewe Advisors’s Geron GERN Stock Holding History

Crewe 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 Q2	$10.2K	Hold	7,950	–	–	﹤0.01%	756
2026 Q1	$11.8K	Hold	7,950	–	–	﹤0.01%	606
2025 Q4	$10.5K	Hold	7,950	–	–	﹤0.01%	618
2025 Q3	$10.9K	Hold	7,950	–	–	﹤0.01%	616
2025 Q2	$11.2K	Buy	7,950 +50	+0.6%	+$71	﹤0.01%	444
2025 Q1	$12.6K	Hold	7,900	–	–	﹤0.01%	404
2024 Q4	$28K	Sell	7,900 -400	-5%	-$1.6K	﹤0.01%	327
2024 Q3	$37.7K	Sell	8,300 -1,400	-14%	-$6.37K	﹤0.01%	327
2024 Q2	$41.1K	Hold	9,700	–	–	﹤0.01%	404
2024 Q1	$32K	Buy	9,700 +8,700	+870%	+$19.5K	﹤0.01%	425
2023 Q4	$2.11K	Sell	1,000 -1,000	-50%	-$1.95K	﹤0.01%	293
2023 Q3	$4.24K	Hold	2,000	–	–	﹤0.01%	301
2023 Q2	$6.42K	Hold	2,000	–	–	﹤0.01%	442
2023 Q1	$4.34K	Hold	2,000	–	–	﹤0.01%	649
2022 Q4	$4.84K	Hold	2,000	–	–	﹤0.01%	681
2022 Q3	$5K	Hold	2,000	–	–	﹤0.01%	847
2022 Q2	$3K	Hold	2,000	–	–	﹤0.01%	894
2022 Q1	$3K	Hold	2,000	–	–	﹤0.01%	416
2021 Q4	$2K	Hold	2,000	–	–	﹤0.01%	376
2021 Q3	$3K	Hold	2,000	–	–	﹤0.01%	332
2021 Q2	$3K	Hold	2,000	–	–	﹤0.01%	372
2021 Q1	$3K	Buy	2,000 +1,000	+100%	+$1.79K	﹤0.01%	395
2020 Q4	$2K	Hold	1,000	–	–	﹤0.01%	401
2020 Q3	$2K	Hold	1,000	–	–	﹤0.01%	505
2020 Q2	$2K	Hold	1,000	–	–	﹤0.01%	205
2020 Q1	$1K	Hold	1,000	–	–	﹤0.01%	170
2019 Q4	$1K	Hold	1,000	–	–	﹤0.01%	245
2019 Q3	$1K	Buy	+1,000	New	+$1.34K	﹤0.01%	210

Other funds holding GERN

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's GERN Position: Q2 2026 in Review

Crewe Advisors held its Geron (GERN) position steady in Q2 2026 at 7,950 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Crewe Advisors first reported a position in GERN in Q3 2019 and has held it in 28 quarters since. The position peaked at $41.1K in Q2 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Crewe Advisors held 7,950 shares of Geron worth $10.2K as of Q2 2026.
Crewe Advisors left its Geron share count unchanged in Q2 2026.
Geron made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #756 holding.
Crewe Advisors first reported a position in Geron in Q3 2019 and has held it in 28 quarters since.
Crewe Advisors's Geron position peaked at $41.1K in Q2 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.