Global Retirement Partners’s Geron GERN Stock Holding History

Global Retirement Partners’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	$2.09K	Buy	+1,634	New	+$2.3K	﹤0.01%	4002
2025 Q4	$132K	Buy	100,000 +40,000	+67%	+$50.2K	﹤0.01%	1731
2025 Q3	$82.2K	Hold	60,000	–	–	﹤0.01%	1607
2025 Q2	$84.6K	Buy	+60,000	New	+$85.1K	﹤0.01%	1511
2024 Q4	$212K	Hold	60,000	–	–	0.01%	924
2024 Q3	$272K	Hold	60,000	–	–	0.01%	808
2024 Q2	$254K	Sell	60,000 -40,000	-40%	-$156K	0.01%	807
2024 Q1	$330K	Hold	100,000	–	–	0.01%	630
2023 Q4	$197K	Hold	100,000	–	–	0.01%	757
2023 Q3	$181K	Hold	100,000	–	–	0.01%	706
2023 Q2	$321K	Buy	100,000 +50,000	+100%	+$142K	0.02%	553
2023 Q1	$134K	Buy	+50,000	New	+$142K	0.01%	817

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 $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Global Retirement Partners's GERN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Geron (GERN) in Q2 2026: 1,634 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #4002 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GERN as recently as Q4 2025.

Global Retirement Partners first reported a position in GERN in Q1 2023 and has held it in 12 quarters since. The position peaked at $330K in Q1 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Global Retirement Partners held 1,634 shares of Geron worth $2.09K as of Q2 2026.
Geron was a new Global Retirement Partners position in Q2 2026.
Geron made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4002 holding.
Global Retirement Partners first reported a position in Geron in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Geron position peaked at $330K in Q1 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.