High Net Worth Advisory Group’s Geron GERN Stock Holding History

High Net Worth Advisory Group’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	$31.4K	Hold	25,500	–	–	0.01%	253
2026 Q2	$32.6K	Hold	25,500	–	–	0.01%	250
2026 Q1	$38K	Hold	25,500	–	–	0.01%	243
2025 Q4	$33.7K	Hold	25,500	–	–	0.01%	240
2025 Q3	$34.9K	Sell	25,500 -20	-0.1%	-$27	0.01%	235
2025 Q2	$36K	Hold	25,520	–	–	0.01%	227
2025 Q1	$40.6K	Hold	25,520	–	–	0.01%	215
2024 Q4	$90.3K	Hold	25,520	–	–	0.03%	218
2024 Q3	$116K	Hold	25,520	–	–	0.03%	220
2024 Q2	$108K	Hold	25,520	–	–	0.03%	214
2024 Q1	$84.2K	Hold	25,520	–	–	0.03%	212
2023 Q4	$53.8K	Hold	25,520	–	–	0.02%	196
2023 Q3	$54.1K	Hold	25,520	–	–	0.02%	188
2023 Q2	$81.9K	Hold	25,520	–	–	0.03%	195
2023 Q1	$55.4K	Hold	25,520	–	–	0.02%	190
2022 Q4	$61.8K	Buy	25,520 +20	+0.1%	+$45	0.02%	289
2022 Q3	$60K	Hold	25,500	–	–	0.03%	300
2022 Q2	$40K	Hold	25,500	–	–	0.02%	356
2022 Q1	$35K	Buy	+25,500	New	+$28.4K	0.01%	382

Other funds holding GERN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

High Net Worth Advisory Group's GERN Position: Q3 2026 in Review

High Net Worth Advisory Group held its Geron (GERN) position steady in Q3 2026 at 25,500 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #253.

High Net Worth Advisory Group first reported a position in GERN in Q1 2022 and has held it in 19 quarters since. The position peaked at $116K in Q3 2024. 120 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

High Net Worth Advisory Group held 25,500 shares of Geron worth $31.4K as of Q3 2026.
High Net Worth Advisory Group left its Geron share count unchanged in Q3 2026.
Geron made up 0.01% of High Net Worth Advisory Group's portfolio in Q3 2026, its #253 holding.
High Net Worth Advisory Group first reported a position in Geron in Q1 2022 and has held it in 19 quarters since.
High Net Worth Advisory Group's Geron position peaked at $116K in Q3 2024.
120 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.