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GERN icon

Nvest Financial’s Geron GERN Stock Holding History

Nvest Financial’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
Q1 		$758K Buy
508,474
+279,683
+122% +$425K 0.28% 74
2025
Q4 		$302K Sell
228,791
-84,935
-27% -$107K 0.13% 111
2025
Q3 		$430K Sell
313,726
-8,399
-3% -$11.2K 0.25% 82
2025
Q2 		$454K Buy
322,125
+122,884
+62% +$174K 0.24% 71
2025
Q1 		$317K Buy
199,241
+3,500
+2% +$8.52K 0.17% 81
2024
Q4 		$693K Buy
+195,741
New +$782K 0.35% 69

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Nvest Financial's GERN Position: Q1 2026 in Review

Nvest Financial increased its Geron (GERN) stake by 122% in Q1 2026, buying an estimated $425K and bringing the position to 508,474 shares worth $758K. The position accounts for 0.28% of the portfolio, ranked #74.

Nvest Financial first reported a position in GERN in Q4 2024 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

  • Nvest Financial held 508,474 shares of Geron worth $758K as of Q1 2026.
  • Nvest Financial bought 279,683 Geron shares in Q1 2026, an estimated $425K.
  • Geron made up 0.28% of Nvest Financial's portfolio in Q1 2026, its #74 holding.
  • Nvest Financial first reported a position in Geron in Q4 2024 and has held it in 6 quarters since.
  • 256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.