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Integrated Wealth Concepts’s Geron GERN Stock Holding History

Integrated Wealth Concepts’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
2025
Q2 		– Sell
-10,349
Closed -$16.5K – 1936
2025
Q1 		$16.5K Buy
10,349
+64
+0.6% +$156 ﹤0.01% 1722
2024
Q4 		$36.4K Buy
+10,285
New +$41.1K ﹤0.01% 1696

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's GERN Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Geron (GERN) in Q2 2025, closing a stake of 10,349 shares — an estimated $16.5K sold.

Integrated Wealth Concepts first reported a position in GERN in Q4 2024 and held it in 2 quarters. The position peaked at $36.4K in Q4 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Geron position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,349 Geron shares in Q2 2025, an estimated $16.5K.
  • Integrated Wealth Concepts first reported a position in Geron in Q4 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Geron position peaked at $36.4K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.