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Key Financial Inc’s Geron GERN Stock Holding History

Key Financial Inc’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 		$1.28K Hold
1,000
– – ﹤0.01% 1196
2026
Q1 		$1.49K Hold
1,000
– – ﹤0.01% 1206
2025
Q4 		$1.32K Buy
+1,000
New +$1.25K ﹤0.01% 1228

Other funds holding GERN

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RCM
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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

Key Financial Inc's GERN Position: Q2 2026 in Review

Key Financial Inc held its Geron (GERN) position steady in Q2 2026 at 1,000 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Key Financial Inc first reported a position in GERN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Key Financial Inc held 1,000 shares of Geron worth $1.28K as of Q2 2026.
  • Key Financial Inc left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1196 holding.
  • Key Financial Inc first reported a position in Geron in Q4 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Geron position peaked at $1.49K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.