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 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

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 40.89% 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

High Net Worth Advisory Group's GERN Position: Q2 2026 in Review

High Net Worth Advisory Group held its Geron (GERN) position steady in Q2 2026 at 25,500 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #250.

High Net Worth Advisory Group first reported a position in GERN in Q1 2022 and has held it in 18 quarters since. The position peaked at $116K in Q3 2024. 261 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

High Net Worth Advisory Group held 25,500 shares of Geron worth $32.6K as of Q2 2026.
High Net Worth Advisory Group left its Geron share count unchanged in Q2 2026.
Geron made up 0.01% of High Net Worth Advisory Group's portfolio in Q2 2026, its #250 holding.
High Net Worth Advisory Group first reported a position in Geron in Q1 2022 and has held it in 18 quarters since.
High Net Worth Advisory Group's Geron position peaked at $116K in Q3 2024.
261 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.