Jones Financial Companies
GERN icon

Jones Financial Companies’s Geron GERN Stock Holding History

Jones Financial Companies’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 		$57.9K Sell
43,829
-45,123
-51% -$63.6K ﹤0.01% 3059
2026
Q1 		$125K Buy
88,952
+79,114
+804% +$120K ﹤0.01% 2577
2025
Q4 		$13K Buy
9,838
+3,256
+49% +$4.08K ﹤0.01% 3113
2025
Q3 		$8.49K Buy
6,582
+5,771
+712% +$7.68K ﹤0.01% 3145
2025
Q2 		$1.21K Hold
811
– – ﹤0.01% 3608
2025
Q1 		$1.34K Buy
811
+511
+170% +$1.24K ﹤0.01% 3338
2024
Q4 		$1.06K Buy
+300
New +$1.2K ﹤0.01% 3126

Other funds holding GERN

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's GERN Position: Q2 2026 in Review

Jones Financial Companies reduced its Geron (GERN) stake by 51% in Q2 2026, selling an estimated $63.6K and leaving 43,829 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Jones Financial Companies first reported a position in GERN in Q4 2024 and has held it in 7 quarters since. The position peaked at $125K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Jones Financial Companies held 43,829 shares of Geron worth $57.9K as of Q2 2026.
  • Jones Financial Companies sold 45,123 Geron shares in Q2 2026, an estimated $63.6K.
  • Geron made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3059 holding.
  • Jones Financial Companies first reported a position in Geron in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Geron position peaked at $125K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.