NWAM LLC’s Geron GERN Stock Holding History

NWAM LLC’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	–	Sell	-10,000	Closed	-$13.7K	–	643
2025 Q4	$13.7K	Buy	+10,000	New	+$12.5K	﹤0.01%	613
2023 Q2	–	Sell	-20,000	Closed	-$43.4K	–	549
2023 Q1	$43.4K	Buy	+20,000	New	+$56.8K	﹤0.01%	473

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

NWAM LLC's GERN Position: Q1 2026 in Review

NWAM LLC sold out of Geron (GERN) in Q1 2026, closing a stake of 10,000 shares — an estimated $13.7K sold.

NWAM LLC first reported a position in GERN in Q1 2023 and held it in 2 quarters. The position peaked at $43.4K in Q1 2023. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

NWAM LLC reported no remaining Geron position as of Q1 2026 after selling out during the quarter.
NWAM LLC sold 10,000 Geron shares in Q1 2026, an estimated $13.7K.
NWAM LLC first reported a position in Geron in Q1 2023 and held it in 2 quarters.
NWAM LLC's Geron position peaked at $43.4K in Q1 2023.
256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.