Pinnacle Wealth Management Advisory Group’s Geron GERN Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$56.7K	Sell	44,287 -179	-0.4%	-$252	﹤0.01%	558
2026 Q1	$66.3K	Buy	44,466 +179	+0.4%	+$272	﹤0.01%	535
2025 Q4	$58.5K	Hold	44,287	–	–	﹤0.01%	517
2025 Q3	$60.7K	Sell	44,287 -6,218	-12%	-$8.28K	﹤0.01%	394
2025 Q2	$71.2K	Hold	50,505	–	–	0.01%	364
2025 Q1	$80.3K	Hold	50,505	–	–	0.01%	353
2024 Q4	$179K	Hold	50,505	–	–	0.02%	348
2024 Q3	$229K	Hold	50,505	–	–	0.02%	320
2024 Q2	$214K	Hold	50,505	–	–	0.02%	325
2024 Q1	$167K	Hold	50,505	–	–	0.02%	334
2023 Q4	$107K	Hold	50,505	–	–	0.01%	323
2023 Q3	$107K	Hold	50,505	–	–	0.01%	305
2023 Q2	$162K	Buy	+50,505	New	+$144K	0.02%	316

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 $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Pinnacle Wealth Management Advisory Group's GERN Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Geron (GERN) stake by 0.4% in Q2 2026, selling an estimated $252 and leaving 44,287 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Pinnacle Wealth Management Advisory Group first reported a position in GERN in Q2 2023 and has held it in 13 quarters since. The position peaked at $229K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 44,287 shares of Geron worth $56.7K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 179 Geron shares in Q2 2026, an estimated $252.
Geron made up ﹤0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #558 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Geron in Q2 2023 and has held it in 13 quarters since.
Pinnacle Wealth Management Advisory Group's Geron position peaked at $229K in Q3 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.