IHT Wealth Management’s Geron GERN Stock Holding History

IHT 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	$45.1K	Buy	35,250 +1,500	+4%	+$2.11K	﹤0.01%	1220
2026 Q1	$50.3K	Hold	33,750	–	–	﹤0.01%	1229
2025 Q4	$44.5K	Hold	33,750	–	–	﹤0.01%	1166
2025 Q3	$46.2K	Hold	33,750	–	–	﹤0.01%	1156
2025 Q2	$47.6K	Hold	33,750	–	–	﹤0.01%	1136
2025 Q1	$53.7K	Buy	33,750 +6,400	+23%	+$15.6K	﹤0.01%	1067
2024 Q4	$96.8K	Sell	27,350 -2,000	-7%	-$7.99K	﹤0.01%	1048
2024 Q3	$133K	Hold	29,350	–	–	﹤0.01%	1107
2024 Q2	$124K	Hold	29,350	–	–	﹤0.01%	985
2024 Q1	$96.9K	Sell	29,350 -2,000	-6%	-$4.48K	﹤0.01%	974
2023 Q4	$66.1K	Sell	31,350 -3,000	-9%	-$5.83K	﹤0.01%	950
2023 Q3	$72.8K	Hold	34,350	–	–	﹤0.01%	932
2023 Q2	$110K	Sell	34,350 -4,500	-12%	-$12.8K	0.01%	923
2023 Q1	$84.3K	Buy	38,850 +10,000	+35%	+$28.4K	﹤0.01%	911
2022 Q4	$69.8K	Sell	28,850 -1,000	-3%	-$2.24K	﹤0.01%	877
2022 Q3	$70K	Hold	29,850	–	–	0.01%	837
2022 Q2	$46K	Hold	29,850	–	–	﹤0.01%	710
2022 Q1	$41K	Hold	29,850	–	–	﹤0.01%	743
2021 Q4	$36K	Hold	29,850	–	–	﹤0.01%	792
2021 Q3	$41K	Hold	29,850	–	–	﹤0.01%	791
2021 Q2	$42K	Sell	29,850 -1,000	-3%	-$1.45K	﹤0.01%	930
2021 Q1	$49K	Hold	30,850	–	–	﹤0.01%	824
2020 Q4	$49K	Hold	30,850	–	–	﹤0.01%	736
2020 Q3	$54K	Buy	30,850 +1,000	+3%	+$1.85K	0.01%	648
2020 Q2	$65K	Sell	29,850 -4,000	-12%	-$5.98K	0.01%	569
2020 Q1	$40K	Sell	33,850 -2,000	-6%	-$2.45K	0.01%	541
2019 Q4	$49K	Hold	35,850	–	–	0.01%	614
2019 Q3	$48K	Buy	35,850 +3,000	+9%	+$4.02K	0.01%	601
2019 Q2	$46K	Sell	32,850 -4,900	-13%	-$8.09K	0.01%	535
2019 Q1	$63K	Buy	37,750 +1,000	+3%	+$1.37K	0.01%	504
2018 Q4	$37K	Buy	+36,750	New	+$55.8K	0.01%	468
2018 Q2	–	Sell	-5,000	Closed	-$20K	–	788
2018 Q1	$20K	Hold	5,000	–	–	0.01%	978
2017 Q4	$9K	Buy	5,000 +2,500	+100%	+$5.05K	﹤0.01%	1220
2017 Q3	$6K	Hold	2,500	–	–	﹤0.01%	1058
2017 Q2	$122K	Buy	+2,500	New	+$6.64K	0.06%	304

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

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

IHT Wealth Management increased its Geron (GERN) stake by 4.4% in Q2 2026, buying an estimated $2.11K and bringing the position to 35,250 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

IHT Wealth Management first reported a position in GERN in Q2 2017 and has held it in 35 quarters since. The position peaked at $133K in Q3 2024. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

IHT Wealth Management held 35,250 shares of Geron worth $45.1K as of Q2 2026.
IHT Wealth Management bought 1,500 Geron shares in Q2 2026, an estimated $2.11K.
Geron made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1220 holding.
IHT Wealth Management first reported a position in Geron in Q2 2017 and has held it in 35 quarters since.
IHT Wealth Management's Geron position peaked at $133K in Q3 2024.
260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.