Sowell Financial Services’s Geron GERN Stock Holding History

Sowell Financial Services’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	$34.6K	Sell	27,000 -26	-0.1%	-$37	﹤0.01%	1155
2026 Q1	$40.3K	Sell	27,026 -13	-0%	-$20	﹤0.01%	1116
2025 Q4	$35.7K	Buy	27,039 +39	+0.1%	+$49	﹤0.01%	1101
2025 Q3	$37K	Hold	27,000	–	–	﹤0.01%	1061
2025 Q2	$38.1K	Hold	27,000	–	–	﹤0.01%	1031
2025 Q1	$42.9K	Buy	+27,000	New	+$65.8K	﹤0.01%	996
2023 Q2	–	Sell	-17,000	Closed	-$37K	–	655
2023 Q1	$37K	Buy	+17,000	New	+$48.3K	﹤0.01%	750
2021 Q2	–	Sell	-19,000	Closed	-$25K	–	1374
2021 Q1	$25K	Hold	19,000	–	–	﹤0.01%	1954
2020 Q4	$30K	Hold	19,000	–	–	﹤0.01%	1579
2020 Q3	$33K	Hold	19,000	–	–	﹤0.01%	1350
2020 Q2	$41K	Buy	19,000 +17,000	+850%	+$25.4K	﹤0.01%	1220
2020 Q1	$2K	Buy	+2,000	New	+$2.45K	﹤0.01%	2063

Other funds holding GERN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Sowell Financial Services's GERN Position: Q2 2026 in Review

Sowell Financial Services reduced its Geron (GERN) stake by 0.1% in Q2 2026, selling an estimated $37 and leaving 27,000 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Sowell Financial Services first reported a position in GERN in Q1 2020 and has held it in 12 quarters since. The position peaked at $42.9K in Q1 2025. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

Sowell Financial Services held 27,000 shares of Geron worth $34.6K as of Q2 2026.
Sowell Financial Services sold 26 Geron shares in Q2 2026, an estimated $37.
Geron made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1155 holding.
Sowell Financial Services first reported a position in Geron in Q1 2020 and has held it in 12 quarters since.
Sowell Financial Services's Geron position peaked at $42.9K in Q1 2025.
260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.