Geneos Wealth Management’s Geron GERN Stock Holding History

Geneos 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	$1.92K	Hold	1,500	–	–	﹤0.01%	2331
2026 Q1	$2.23K	Hold	1,500	–	–	﹤0.01%	2296
2025 Q4	$1.98K	Hold	1,500	–	–	﹤0.01%	2318
2025 Q3	$2.06K	Hold	1,500	–	–	﹤0.01%	2316
2025 Q2	$2.12K	Sell	1,500 -595	-28%	-$843	﹤0.01%	2796
2025 Q1	$3.33K	Buy	2,095 +595	+40%	+$1.45K	﹤0.01%	2635
2024 Q4	$5.31K	Hold	1,500	–	–	﹤0.01%	2307
2024 Q3	$6.81K	Hold	1,500	–	–	﹤0.01%	1962
2024 Q2	$6.36K	Hold	1,500	–	–	﹤0.01%	1665
2024 Q1	$4.95K	Hold	1,500	–	–	﹤0.01%	1711
2023 Q4	$3.17K	Hold	1,500	–	–	﹤0.01%	1827
2023 Q3	$3.18K	Buy	1,500 +500	+50%	+$1.36K	﹤0.01%	1855
2023 Q2	$3.21K	Hold	1,000	–	–	﹤0.01%	1844
2023 Q1	$2.17K	Buy	+1,000	New	+$2.84K	﹤0.01%	1890
2022 Q3	–	Sell	-1,000	Closed	-$1K	–	2235
2022 Q2	$1K	Hold	1,000	–	–	﹤0.01%	2490
2022 Q1	$1K	Hold	1,000	–	–	﹤0.01%	2643
2021 Q4	$1K	Hold	1,000	–	–	﹤0.01%	2669
2021 Q3	$1K	Hold	1,000	–	–	﹤0.01%	2739
2021 Q2	$1K	Sell	1,000 -100	-9%	-$145	﹤0.01%	2753
2021 Q1	$1K	Buy	1,100 +100	+10%	+$179	﹤0.01%	3014
2020 Q4	$1K	Hold	1,000	–	–	﹤0.01%	2788
2020 Q3	$1K	Hold	1,000	–	–	﹤0.01%	2519
2020 Q2	$1K	Hold	1,000	–	–	﹤0.01%	2461
2020 Q1	$1K	Buy	+1,000	New	+$1.22K	﹤0.01%	2370
2017 Q4	–	Sell	-988	Closed	-$2K	–	2183
2017 Q3	$2K	Hold	988	–	–	﹤0.01%	1969
2017 Q2	$2K	Hold	988	–	–	﹤0.01%	1923
2017 Q1	$2K	Hold	988	–	–	﹤0.01%	1885
2016 Q4	$2K	Hold	988	–	–	﹤0.01%	1856
2016 Q3	$2K	Hold	988	–	–	﹤0.01%	1775
2016 Q2	$2K	Hold	988	–	–	﹤0.01%	1678
2016 Q1	$2K	Buy	+988	New	+$2.96K	﹤0.01%	1659

Other funds holding GERN

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management held its Geron (GERN) position steady in Q2 2026 at 1,500 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Geneos Wealth Management first reported a position in GERN in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.81K in Q3 2024. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Geneos Wealth Management held 1,500 shares of Geron worth $1.92K as of Q2 2026.
Geneos Wealth Management left its Geron share count unchanged in Q2 2026.
Geron made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2331 holding.
Geneos Wealth Management first reported a position in Geron in Q1 2016 and has held it in 31 quarters since.
Geneos Wealth Management's Geron position peaked at $6.81K in Q3 2024.
260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.