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Evolution Wealth Management’s Geron GERN Stock Holding History

Evolution 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 		$4.48K Hold
3,500
– – ﹤0.01% 720
2026
Q1 		$5.21K Hold
3,500
– – ﹤0.01% 619
2025
Q4 		$4.62K Hold
3,500
– – ﹤0.01% 556
2025
Q3 		$4.79K Hold
3,500
– – ﹤0.01% 454
2025
Q2 		$4.93K Buy
+3,500
New +$4.96K 0.01% 452

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

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

Evolution Wealth Management held its Geron (GERN) position steady in Q2 2026 at 3,500 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Evolution Wealth Management first reported a position in GERN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.21K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Evolution Wealth Management held 3,500 shares of Geron worth $4.48K as of Q2 2026.
  • Evolution Wealth Management left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #720 holding.
  • Evolution Wealth Management first reported a position in Geron in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Geron position peaked at $5.21K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.