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 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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

High Net Worth Advisory Group's GERN Position: Q1 2026 in Review

High Net Worth Advisory Group held its Geron (GERN) position steady in Q1 2026 at 25,500 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #243.

High Net Worth Advisory Group first reported a position in GERN in Q1 2022 and has held it in 17 quarters since. The position peaked at $116K in Q3 2024. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

High Net Worth Advisory Group held 25,500 shares of Geron worth $38K as of Q1 2026.
High Net Worth Advisory Group left its Geron share count unchanged in Q1 2026.
Geron made up 0.01% of High Net Worth Advisory Group's portfolio in Q1 2026, its #243 holding.
High Net Worth Advisory Group first reported a position in Geron in Q1 2022 and has held it in 17 quarters since.
High Net Worth Advisory Group's Geron position peaked at $116K in Q3 2024.
256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.