HighMark Wealth Management’s Geron GERN Stock Holding History

HighMark Wealth 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 Q1	$11.2K	Hold	7,525	–	–	﹤0.01%	277
2025 Q4	$9.93K	Hold	7,525	–	–	﹤0.01%	313
2025 Q3	$10.3K	Buy	7,525 +5,000	+198%	+$6.66K	﹤0.01%	296
2025 Q2	$3.56K	Hold	2,525	–	–	﹤0.01%	436
2025 Q1	$4.01K	Buy	2,525 +750	+42%	+$1.83K	﹤0.01%	391
2024 Q4	$6.28K	Sell	1,775 -3,550	-67%	-$14.2K	﹤0.01%	358
2024 Q3	$24.2K	Hold	5,325	–	–	0.01%	188
2024 Q2	$22.6K	Buy	5,325 +725	+16%	+$2.83K	0.01%	192
2024 Q1	$15.2K	Buy	4,600 +2,600	+130%	+$5.83K	0.01%	230
2023 Q4	$4.22K	Hold	2,000	–	–	﹤0.01%	397
2023 Q3	$4.24K	Buy	2,000 +1,650	+471%	+$4.48K	﹤0.01%	374
2023 Q2	$803	Buy	350 +200	+133%	+$569	﹤0.01%	510
2023 Q1	$326	Buy	+150	New	+$426	﹤0.01%	571
2020 Q4	–	Sell	-7,000	Closed	-$12K	–	462
2020 Q3	$12K	Buy	+7,000	New	+$12.9K	0.01%	198
2020 Q2	–	Sell	-6,000	Closed	-$8.97K	–	182
2020 Q1	$7K	Hold	6,000	–	–	0.01%	182
2019 Q4	$8K	Buy	+6,000	New	+$8.67K	0.01%	239

Other funds holding GERN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

ClearBridge Investments

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

Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return