Steward Partners Investment Advisory’s Geron GERN Stock Holding History

Steward Partners Investment Advisory’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 Q1	$5.96K	Hold	4,000	–	–	﹤0.01%	3738
2025 Q4	$5.28K	Sell	4,000 -400	-9%	-$502	﹤0.01%	3675
2025 Q3	$6.03K	Buy	4,400 +400	+10%	+$533	﹤0.01%	3598
2025 Q2	$5.64K	Hold	4,000	–	–	﹤0.01%	3440
2025 Q1	$6.36K	Hold	4,000	–	–	﹤0.01%	3299
2024 Q4	$14.2K	Hold	4,000	–	–	﹤0.01%	2947
2024 Q3	$18.2K	Hold	4,000	–	–	﹤0.01%	2700
2024 Q2	$17K	Buy	4,000 +2,000	+100%	+$7.8K	﹤0.01%	2595
2024 Q1	$6.6K	Buy	+2,000	New	+$4.48K	﹤0.01%	2960
2021 Q2	–	Sell	-2,500	Closed	-$3.95K	–	7209
2021 Q1	$3.95K	Buy	+2,500	New	+$4.46K	﹤0.01%	3073
2018 Q2	–	Sell	-230	Closed	–	–	2484
2018 Q1	$0	Hold	230	–	–	﹤0.01%	2256
2017 Q4	$0	Buy	+230	New	+$464	﹤0.01%	1899

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Steward Partners Investment Advisory's GERN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Geron (GERN) position steady in Q1 2026 at 4,000 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Steward Partners Investment Advisory first reported a position in GERN in Q4 2017 and has held it in 12 quarters since. The position peaked at $18.2K in Q3 2024. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

Steward Partners Investment Advisory held 4,000 shares of Geron worth $5.96K as of Q1 2026.
Steward Partners Investment Advisory left its Geron share count unchanged in Q1 2026.
Geron made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3738 holding.
Steward Partners Investment Advisory first reported a position in Geron in Q4 2017 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Geron position peaked at $18.2K in Q3 2024.
256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.