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Soltis Investment Advisors’s Geron GERN Stock Holding History

Soltis Investment Advisors’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
2025
Q2 		– Sell
-75,000
Closed -$119K – 399
2025
Q1 		$119K Hold
75,000
– – 0.01% 357
2024
Q4 		$266K Hold
75,000
– – 0.02% 309
2024
Q3 		$341K Hold
75,000
– – 0.03% 265
2024
Q2 		$318K Buy
+75,000
New +$292K 0.03% 256

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's GERN Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Geron (GERN) in Q2 2025, closing a stake of 75,000 shares — an estimated $119K sold.

Soltis Investment Advisors first reported a position in GERN in Q2 2024 and held it in 4 quarters. The position peaked at $341K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Geron position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 75,000 Geron shares in Q2 2025, an estimated $119K.
  • Soltis Investment Advisors first reported a position in Geron in Q2 2024 and held it in 4 quarters.
  • Soltis Investment Advisors's Geron position peaked at $341K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.