Stephens Consulting’s Geron GERN Stock Holding History

Stephens Consulting’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	-230	Closed	-$366	–	1503
2025 Q1	$366	Buy	+230	New	+$560	﹤0.01%	1229

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's GERN Position: Q2 2025 in Review

Stephens Consulting sold out of Geron (GERN) in Q2 2025, closing a stake of 230 shares — an estimated $366 sold.

Stephens Consulting first reported a position in GERN in Q1 2025 and held it in 1 quarter. The position peaked at $366 in Q1 2025. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2025.

Stephens Consulting reported no remaining Geron position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 230 Geron shares in Q2 2025, an estimated $366.
Stephens Consulting first reported a position in Geron in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Geron position peaked at $366 in Q1 2025.
259 funds tracked by Wall St. Rank held Geron as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.