Root Financial Partners’s Geron GERN Stock Holding History

Root Financial Partners’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	–	Sell	-3	Closed	-$4	–	1501
2026 Q1	$4	Hold	3	–	–	﹤0.01%	3461
2025 Q4	$4	Hold	3	–	–	﹤0.01%	2425
2025 Q3	$4	Buy	+3	New	+$4	﹤0.01%	2292

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

Root Financial Partners's GERN Position: Q2 2026 in Review

Root Financial Partners sold out of Geron (GERN) in Q2 2026, closing a stake of 3 shares — an estimated $4 sold.

Root Financial Partners first reported a position in GERN in Q3 2025 and held it in 3 quarters. The position peaked at $4 in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Root Financial Partners reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 Geron shares in Q2 2026, an estimated $4.
Root Financial Partners first reported a position in Geron in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Geron position peaked at $4 in Q1 2026.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.