Envestnet Asset Management
GERN icon

Envestnet Asset Management’s Geron GERN Stock Holding History

Envestnet Asset 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 		$23.9K Buy
18,698
+510
+3% +$719 ﹤0.01% 4813
2026
Q1 		$27.1K Buy
+18,188
New +$27.6K ﹤0.01% 4691
2025
Q3 		– Sell
-10,131
Closed -$14.3K – 4568
2025
Q2 		$14.3K Buy
+10,131
New +$14.4K ﹤0.01% 4413

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

Envestnet Asset Management's GERN Position: Q2 2026 in Review

Envestnet Asset Management increased its Geron (GERN) stake by 2.8% in Q2 2026, buying an estimated $719 and bringing the position to 18,698 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4813.

Envestnet Asset Management first reported a position in GERN in Q2 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Envestnet Asset Management held 18,698 shares of Geron worth $23.9K as of Q2 2026.
  • Envestnet Asset Management bought 510 Geron shares in Q2 2026, an estimated $719.
  • Geron made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4813 holding.
  • Envestnet Asset Management first reported a position in Geron in Q2 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Geron position peaked at $27.1K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.