Curio Wealth’s Geron GERN Stock Holding History

Curio 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	–	Sell	-2,000	Closed	-$2.98K	–	498
2026 Q1	$2.98K	Hold	2,000	–	–	﹤0.01%	293
2025 Q4	$2.8K	Hold	2,000	–	–	﹤0.01%	332
2025 Q3	$2.74K	Buy	+2,000	New	+$2.66K	﹤0.01%	233

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

Curio Wealth's GERN Position: Q2 2026 in Review

Curio Wealth sold out of Geron (GERN) in Q2 2026, closing a stake of 2,000 shares — an estimated $2.98K sold.

Curio Wealth first reported a position in GERN in Q3 2025 and held it in 3 quarters. The position peaked at $2.98K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Curio Wealth reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2,000 Geron shares in Q2 2026, an estimated $2.98K.
Curio Wealth first reported a position in Geron in Q3 2025 and held it in 3 quarters.
Curio Wealth's Geron position peaked at $2.98K in Q1 2026.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.