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 Q2	$10.3K	Buy	8,025 +500	+7%	+$704	﹤0.01%	313
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

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 40.91% 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

HighMark Wealth Management's GERN Position: Q2 2026 in Review

HighMark Wealth Management increased its Geron (GERN) stake by 6.6% in Q2 2026, buying an estimated $704 and bringing the position to 8,025 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

HighMark Wealth Management first reported a position in GERN in Q4 2019 and has held it in 17 quarters since. The position peaked at $24.2K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

HighMark Wealth Management held 8,025 shares of Geron worth $10.3K as of Q2 2026.
HighMark Wealth Management bought 500 Geron shares in Q2 2026, an estimated $704.
Geron made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #313 holding.
HighMark Wealth Management first reported a position in Geron in Q4 2019 and has held it in 17 quarters since.
HighMark Wealth Management's Geron position peaked at $24.2K in Q3 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.