EWM
GERN icon

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
Q3 		$34.8K Buy
28,285
+85
+0.3% +$122 0.01% 204
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elmwood Wealth Management's GERN Position: Q3 2026 in Review

Elmwood Wealth Management increased its Geron (GERN) stake by 0.3% in Q3 2026, buying an estimated $122 and bringing the position to 28,285 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #204.

Elmwood Wealth Management first reported a position in GERN in Q2 2020 and has held it in 22 quarters since. The position peaked at $111K in Q2 2024. 9 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • Elmwood Wealth Management held 28,285 shares of Geron worth $34.8K as of Q3 2026.
  • Elmwood Wealth Management bought 85 Geron shares in Q3 2026, an estimated $122.
  • Geron made up 0.01% of Elmwood Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Elmwood Wealth Management first reported a position in Geron in Q2 2020 and has held it in 22 quarters since.
  • Elmwood Wealth Management's Geron position peaked at $111K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on Elmwood Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.