PlanVest Financial’s Geron GERN Stock Holding History

PlanVest 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	$16.5K	Hold	12,873	–	–	0.01%	360
2026 Q1	$19.2K	Buy	+12,873	New	+$19.6K	0.01%	324

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

PlanVest Financial's GERN Position: Q2 2026 in Review

PlanVest Financial held its Geron (GERN) position steady in Q2 2026 at 12,873 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #360.

PlanVest Financial first reported a position in GERN in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.2K in Q1 2026. 257 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

PlanVest Financial held 12,873 shares of Geron worth $16.5K as of Q2 2026.
PlanVest Financial left its Geron share count unchanged in Q2 2026.
Geron made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #360 holding.
PlanVest Financial first reported a position in Geron in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Geron position peaked at $19.2K in Q1 2026.
257 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.