RWM
GERN icon

RMG Wealth Management’s Geron GERN Stock Holding History

RMG Wealth 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 		$15.7K Hold
10,000
– – ﹤0.01% 246
2026
Q1 		$13.9K Hold
10,000
– – ﹤0.01% 265
2025
Q4 		$13.3K Hold
10,000
– – ﹤0.01% 238
2025
Q3 		$12.4K Hold
10,000
– – ﹤0.01% 216
2025
Q2 		$13.1K Buy
+10,000
New +$14.2K ﹤0.01% 213

Other funds holding GERN

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMG Wealth Management's GERN Position: Q2 2026 in Review

RMG Wealth Management held its Geron (GERN) position steady in Q2 2026 at 10,000 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

RMG Wealth Management first reported a position in GERN in Q2 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • RMG Wealth Management held 10,000 shares of Geron worth $15.7K as of Q2 2026.
  • RMG Wealth Management left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #246 holding.
  • RMG Wealth Management first reported a position in Geron in Q2 2025 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.