PWMAG
GERN icon

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
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

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $4.85B 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 $141B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B 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 $1.52B AUM 121.13% 1-Year Est. Return