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Hennion & Walsh Asset Management’s Geron GERN Stock Holding History

Hennion & Walsh 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
Q3 		$1.77M Buy
1,438,969
+438,059
+44% +$628K 0.05% 413
2026
Q2 		$1.28M Buy
1,000,910
+604,278
+152% +$851K 0.04% 497
2026
Q1 		$591K Sell
396,632
-24,826
-6% -$37.7K 0.02% 670
2025
Q4 		$556K Buy
421,458
+57,058
+16% +$71.6K 0.02% 684
2025
Q3 		$499K Sell
364,400
-6,635
-2% -$8.84K 0.02% 707
2025
Q2 		$523K Sell
371,035
-17,141
-4% -$24.3K 0.02% 660
2025
Q1 		$617K Sell
388,176
-15,527
-4% -$37.8K 0.03% 582
2024
Q4 		$1.43M Buy
403,703
+61,819
+18% +$247K 0.06% 377
2024
Q3 		$1.55M Buy
341,884
+88,027
+35% +$400K 0.07% 347
2024
Q2 		$1.08M Buy
+253,857
New +$990K 0.06% 406

Other funds holding GERN

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Hennion & Walsh Asset Management's GERN Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Geron (GERN) stake by 44% in Q3 2026, buying an estimated $628K and bringing the position to 1,438,969 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #413.

Hennion & Walsh Asset Management first reported a position in GERN in Q2 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • Hennion & Walsh Asset Management held 1,438,969 shares of Geron worth $1.77M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 438,059 Geron shares in Q3 2026, an estimated $628K.
  • Geron made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #413 holding.
  • Hennion & Walsh Asset Management first reported a position in Geron in Q2 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.