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Elmwood Wealth Management’s Geron GERN Stock Holding History

Elmwood 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
2026
Q2 		$36.1K Sell
28,200
-1,615
-5% -$2.27K 0.01% 199
2026
Q1 		$44.4K Buy
29,815
+1,615
+6% +$2.46K 0.01% 177
2025
Q4 		$37.2K Sell
28,200
-1,510
-5% -$1.9K 0.01% 170
2025
Q3 		$40.7K Buy
29,710
+1,510
+5% +$2.01K 0.01% 140
2025
Q2 		$39.8K Sell
28,200
-85
-0.3% -$120 0.02% 129
2025
Q1 		$45K Buy
28,285
+2,085
+8% +$5.08K 0.02% 128
2024
Q4 		$92.7K Buy
+26,200
New +$105K 0.04% 128
2024
Q3 		– Sell
-26,200
Closed -$111K – 131
2024
Q2 		$111K Hold
26,200
– – 0.05% 122
2024
Q1 		$86.5K Buy
+26,200
New +$58.7K 0.04% 122
2023
Q4 		– Sell
-24,200
Closed -$51.3K – 106
2023
Q3 		$51.3K Hold
24,200
– – 0.02% 117
2023
Q2 		$77.7K Hold
24,200
– – 0.04% 115
2023
Q1 		$52.5K Buy
24,200
+4,750
+24% +$13.5K 0.02% 118
2022
Q4 		$47.1K Hold
19,450
– – 0.02% 118
2022
Q3 		$46K Hold
19,450
– – 0.02% 114
2022
Q2 		$30K Buy
19,450
+6,000
+45% +$8.48K 0.02% 111
2022
Q1 		$18K Hold
13,450
– – 0.01% 113
2021
Q4 		$16K Buy
+13,450
New +$19.3K 0.01% 260
2021
Q2 		$16K Hold
11,650
– – 0.01% 231
2021
Q1 		$18K Buy
+11,650
New +$20.8K 0.01% 222
2020
Q3 		$13K Hold
5,750
– – 0.01% 177
2020
Q2 		$13K Buy
+5,750
New +$8.6K 0.01% 177

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

Elmwood Wealth Management's GERN Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Geron (GERN) stake by 5.4% in Q2 2026, selling an estimated $2.27K and leaving 28,200 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #199.

Elmwood Wealth Management first reported a position in GERN in Q2 2020 and has held it in 21 quarters since. The position peaked at $111K in Q2 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Elmwood Wealth Management held 28,200 shares of Geron worth $36.1K as of Q2 2026.
  • Elmwood Wealth Management sold 1,615 Geron shares in Q2 2026, an estimated $2.27K.
  • Geron made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Elmwood Wealth Management first reported a position in Geron in Q2 2020 and has held it in 21 quarters since.
  • Elmwood Wealth Management's Geron position peaked at $111K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.