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EverSource Wealth Advisors’s Geron GERN Stock Holding History

EverSource Wealth 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 		$516 Sell
403
-114
-22% -$161 ﹤0.01% 4121
2026
Q1 		$770 Buy
517
+114
+28% +$173 ﹤0.01% 3945
2025
Q4 		$532 Buy
403
+367
+1,019% +$460 ﹤0.01% 3862
2025
Q3 		$49 Sell
36
-1,579
-98% -$2.1K ﹤0.01% 4253
2025
Q2 		$2.28K Buy
1,615
+767
+90% +$1.09K ﹤0.01% 3467
2025
Q1 		$1.35K Buy
848
+826
+3,755% +$2.01K ﹤0.01% 3107
2024
Q4 		$78 Buy
+22
New +$88 ﹤0.01% 3585

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

EverSource Wealth Advisors's GERN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Geron (GERN) stake by 22% in Q2 2026, selling an estimated $161 and leaving 403 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #4121.

EverSource Wealth Advisors first reported a position in GERN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28K in Q2 2025. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • EverSource Wealth Advisors held 403 shares of Geron worth $516 as of Q2 2026.
  • EverSource Wealth Advisors sold 114 Geron shares in Q2 2026, an estimated $161.
  • Geron made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4121 holding.
  • EverSource Wealth Advisors first reported a position in Geron in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Geron position peaked at $2.28K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

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