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Kestra Advisory Services’s Geron GERN Stock Holding History

Kestra Advisory Services’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
-42,435
Closed -$67.5K – 2886
2025
Q1 		$67.5K Buy
42,435
+83
+0.2% +$202 ﹤0.01% 2626
2024
Q4 		$150K Sell
42,352
-2,000
-5% -$7.99K ﹤0.01% 2532
2024
Q3 		$201K Sell
44,352
-2,000
-4% -$9.09K ﹤0.01% 2373
2024
Q2 		$197K Buy
46,352
+922
+2% +$3.59K ﹤0.01% 2417
2024
Q1 		$150K Sell
45,430
-2,534
-5% -$5.68K ﹤0.01% 2332
2023
Q4 		$101K Sell
47,964
-7,049
-13% -$13.7K ﹤0.01% 2193
2023
Q3 		$117K Hold
55,013
– – ﹤0.01% 2005
2023
Q2 		$177K Buy
55,013
+1,500
+3% +$4.27K ﹤0.01% 1927
2023
Q1 		$116K Buy
53,513
+1,500
+3% +$4.26K ﹤0.01% 1942
2022
Q4 		$126K Buy
52,013
+9,069
+21% +$20.3K ﹤0.01% 2111
2022
Q3 		$100K Buy
+42,944
New +$96.2K ﹤0.01% 1981

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

Kestra Advisory Services's GERN Position: Q2 2025 in Review

Kestra Advisory Services sold out of Geron (GERN) in Q2 2025, closing a stake of 42,435 shares — an estimated $67.5K sold.

Kestra Advisory Services first reported a position in GERN in Q3 2022 and held it in 11 quarters. The position peaked at $201K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2025.

  • Kestra Advisory Services reported no remaining Geron position as of Q2 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 42,435 Geron shares in Q2 2025, an estimated $67.5K.
  • Kestra Advisory Services first reported a position in Geron in Q3 2022 and held it in 11 quarters.
  • Kestra Advisory Services's Geron position peaked at $201K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.