Lazari Capital Management’s Geron GERN Stock Holding History

Lazari Capital Management’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	$150K	Buy	117,424 +5,000	+4%	+$7.04K	0.05%	175
2026 Q1	$168K	Buy	112,424 +18,500	+20%	+$28.1K	0.06%	163
2025 Q4	$124K	Sell	93,924 -9,000	-9%	-$11.3K	0.04%	155
2025 Q3	$141K	Buy	102,924 +1,000	+1%	+$1.33K	0.05%	154
2025 Q2	$144K	Buy	101,924 +6,400	+7%	+$9.07K	0.05%	145
2025 Q1	$152K	Buy	95,524 +19,100	+25%	+$46.5K	0.06%	145
2024 Q4	$271K	Buy	76,424 +8,000	+12%	+$32K	0.11%	109
2024 Q3	$311K	Sell	68,424 -1,000	-1%	-$4.55K	0.13%	98
2024 Q2	$294K	Sell	69,424 -24,000	-26%	-$93.6K	0.13%	102
2024 Q1	$308K	Sell	93,424 -21,000	-18%	-$47.1K	0.17%	79
2023 Q4	$241K	Sell	114,424 -13,500	-11%	-$26.3K	0.14%	90
2023 Q3	$271K	Sell	127,924 -26,000	-17%	-$70.6K	0.16%	85
2023 Q2	$494K	Buy	+153,924	New	+$438K	0.28%	57

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 $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Lazari Capital Management's GERN Position: Q2 2026 in Review

Lazari Capital Management increased its Geron (GERN) stake by 4.4% in Q2 2026, buying an estimated $7.04K and bringing the position to 117,424 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #175.

Lazari Capital Management first reported a position in GERN in Q2 2023 and has held it in 13 quarters since. The position peaked at $494K in Q2 2023. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Lazari Capital Management held 117,424 shares of Geron worth $150K as of Q2 2026.
Lazari Capital Management bought 5,000 Geron shares in Q2 2026, an estimated $7.04K.
Geron made up 0.05% of Lazari Capital Management's portfolio in Q2 2026, its #175 holding.
Lazari Capital Management first reported a position in Geron in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Geron position peaked at $494K in Q2 2023.
260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.