J.W. Cole Advisors’s Geron GERN Stock Holding History

J.W. Cole Advisors’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	$13.2K	Buy	+10,300	New	+$14.5K	﹤0.01%	1584
2026 Q1	–	Sell	-12,300	Closed	-$16.2K	–	1028
2025 Q4	$16.2K	Sell	12,300 -3,930	-24%	-$4.93K	﹤0.01%	1442
2025 Q3	$22.2K	Hold	16,230	–	–	﹤0.01%	1534
2025 Q2	$22.9K	Hold	16,230	–	–	﹤0.01%	1452
2025 Q1	$25.8K	Buy	+16,230	New	+$39.5K	﹤0.01%	1239
2020 Q4	–	Sell	-10,650	Closed	-$19K	–	724
2020 Q3	$19K	Buy	+10,650	New	+$19.7K	﹤0.01%	758

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

J.W. Cole Advisors's GERN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Geron (GERN) in Q2 2026: 10,300 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GERN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GERN in Q3 2020 and has held it in 6 quarters since. The position peaked at $25.8K in Q1 2025. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

J.W. Cole Advisors held 10,300 shares of Geron worth $13.2K as of Q2 2026.
Geron was a new J.W. Cole Advisors position in Q2 2026.
Geron made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1584 holding.
J.W. Cole Advisors first reported a position in Geron in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Geron position peaked at $25.8K in Q1 2025.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.