RA Capital Management’s Geron GERN Stock Holding History

RA Capital Management’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	$54.8M	Sell	42,809,751 -20,961,615	-33%	-$29.5M	0.48%	39
2026 Q1	$95M	Hold	63,771,366	–	–	1.01%	23
2025 Q4	$84.2M	Buy	63,771,366 +3,392,000	+6%	+$4.26M	0.86%	23
2025 Q3	$82.7M	Hold	60,379,366	–	–	1.02%	26
2025 Q2	$85.1M	Hold	60,379,366	–	–	1.43%	18
2025 Q1	$96M	Buy	60,379,366 +30,369,830	+101%	+$74M	1.6%	17
2024 Q4	$106M	Sell	30,009,536 -2,276,219	-7%	-$9.09M	1.41%	20
2024 Q3	$147M	Sell	32,285,755 -13,916,670	-30%	-$63.3M	1.69%	19
2024 Q2	$196M	Hold	46,202,425	–	–	2.59%	11
2024 Q1	$152M	Hold	46,202,425	–	–	1.94%	15
2023 Q4	$97.5M	Hold	46,202,425	–	–	1.52%	17
2023 Q3	$97.9M	Buy	46,202,425 +14,657,619	+46%	+$39.8M	1.93%	13
2023 Q2	$101M	Hold	31,544,806	–	–	1.91%	14
2023 Q1	$68.5M	Buy	31,544,806 +18,614,095	+144%	+$52.9M	1.55%	22
2022 Q4	$31.3M	Sell	12,930,711 -17,195,588	-57%	-$38.5M	0.63%	39
2022 Q3	$70.5M	Hold	30,126,299	–	–	1.5%	20
2022 Q2	$46.7M	Hold	30,126,299	–	–	1.25%	25
2022 Q1	$41M	Hold	30,126,299	–	–	0.89%	35
2021 Q4	$36.8M	Hold	30,126,299	–	–	0.65%	45
2021 Q3	$41.3M	Hold	30,126,299	–	–	0.57%	45
2021 Q2	$42.5M	Hold	30,126,299	–	–	0.68%	48
2021 Q1	$47.6M	Hold	30,126,299	–	–	0.72%	41
2020 Q4	$47.9M	Hold	30,126,299	–	–	0.67%	40
2020 Q3	$52.4M	Hold	30,126,299	–	–	0.96%	32
2020 Q2	$65.7M	Buy	+30,126,299	New	+$45M	1.28%	26

Other funds holding GERN

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RA Capital Management's GERN Position: Q2 2026 in Review

RA Capital Management reduced its Geron (GERN) stake by 33% in Q2 2026, selling an estimated $29.5M and leaving 42,809,751 shares worth $54.8M. The position accounts for 0.48% of the portfolio, ranked #39.

RA Capital Management first reported a position in GERN in Q2 2020 and has held it in 25 quarters since. The position peaked at $196M in Q2 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

RA Capital Management held 42,809,751 shares of Geron worth $54.8M as of Q2 2026.
RA Capital Management sold 20,961,615 Geron shares in Q2 2026, an estimated $29.5M.
Geron made up 0.48% of RA Capital Management's portfolio in Q2 2026, its #39 holding.
RA Capital Management first reported a position in Geron in Q2 2020 and has held it in 25 quarters since.
RA Capital Management's Geron position peaked at $196M in Q2 2024.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on RA Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.