Rothschild Investment LLC’s Geron GERN Stock Holding History

Rothschild Investment LLC’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	$1.29K	Sell	1,006 -1,580	-61%	-$2.23K	﹤0.01%	2949
2026 Q1	$3.85K	Sell	2,586 -1,000	-28%	-$1.52K	﹤0.01%	2195
2025 Q4	$4.73K	Sell	3,586 -1,464	-29%	-$1.84K	﹤0.01%	1914
2025 Q3	$6.92K	Buy	5,050 +3,975	+370%	+$5.29K	﹤0.01%	1579
2025 Q2	$1.52K	Buy	1,075 +450	+72%	+$638	﹤0.01%	2241
2025 Q1	$994	Buy	625 +120	+24%	+$292	﹤0.01%	2346
2024 Q4	$1.79K	Sell	505 -60	-11%	-$240	﹤0.01%	1871
2024 Q3	$2.56K	Buy	565 +340	+151%	+$1.55K	﹤0.01%	1599
2024 Q2	$954	Buy	225 +185	+463%	+$721	﹤0.01%	1684
2024 Q1	$132	Buy	+40	New	+$90	﹤0.01%	2014

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

Rothschild Investment LLC's GERN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Geron (GERN) stake by 61% in Q2 2026, selling an estimated $2.23K and leaving 1,006 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Rothschild Investment LLC first reported a position in GERN in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.92K in Q3 2025. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Rothschild Investment LLC held 1,006 shares of Geron worth $1.29K as of Q2 2026.
Rothschild Investment LLC sold 1,580 Geron shares in Q2 2026, an estimated $2.23K.
Geron made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2949 holding.
Rothschild Investment LLC first reported a position in Geron in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Geron position peaked at $6.92K in Q3 2025.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.