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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
Q2 		$662K Buy
517,150
+8,676
+2% +$12.2K 0.21% 87
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

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 40.89% 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

Nvest Financial's GERN Position: Q2 2026 in Review

Nvest Financial increased its Geron (GERN) stake by 1.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 517,150 shares worth $662K. The position accounts for 0.21% of the portfolio, ranked #87.

Nvest Financial first reported a position in GERN in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q1 2026. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Nvest Financial held 517,150 shares of Geron worth $662K as of Q2 2026.
  • Nvest Financial bought 8,676 Geron shares in Q2 2026, an estimated $12.2K.
  • Geron made up 0.21% of Nvest Financial's portfolio in Q2 2026, its #87 holding.
  • Nvest Financial first reported a position in Geron in Q4 2024 and has held it in 7 quarters since.
  • Nvest Financial's Geron position peaked at $758K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.