Stifel Financial
GERN icon

Stifel Financial’s Geron GERN Stock Holding History

Stifel Financial’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 		– Sell
-14,836
Closed -$22.1K – 3748
2026
Q1 		$22.1K Sell
14,836
-16,926
-53% -$25.7K ﹤0.01% 3605
2025
Q4 		$41.9K Sell
31,762
-38,031
-54% -$47.7K ﹤0.01% 3539
2025
Q3 		$95.6K Sell
69,793
-5,760
-8% -$7.67K ﹤0.01% 3447
2025
Q2 		$107K Buy
75,553
+3,873
+5% +$5.49K ﹤0.01% 3357
2025
Q1 		$114K Buy
71,680
+10,022
+16% +$24.4K ﹤0.01% 3280
2024
Q4 		$218K Buy
61,658
+14,181
+30% +$56.6K ﹤0.01% 3126
2024
Q3 		$216K Buy
47,477
+11,149
+31% +$50.7K ﹤0.01% 3120
2024
Q2 		$154K Buy
36,328
+2,519
+7% +$9.82K ﹤0.01% 3154
2024
Q1 		$112K Sell
33,809
-20,491
-38% -$45.9K ﹤0.01% 3192
2023
Q4 		$115K Buy
54,300
+5,446
+11% +$10.6K ﹤0.01% 3150
2023
Q3 		$104K Buy
48,854
+31,387
+180% +$85.2K ﹤0.01% 3105
2023
Q2 		$56.1K Sell
17,467
-750
-4% -$2.13K ﹤0.01% 3227
2023
Q1 		$39.5K Buy
18,217
+1,217
+7% +$3.46K ﹤0.01% 3251
2022
Q4 		$41.1K Buy
+17,000
New +$38.1K ﹤0.01% 3202
2015
Q2 		– Sell
-47,100
Closed -$178K – 2379
2015
Q1 		$178K Buy
+47,100
New +$160K ﹤0.01% 2136

Other funds holding GERN

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's GERN Position: Q2 2026 in Review

Stifel Financial sold out of Geron (GERN) in Q2 2026, closing a stake of 14,836 shares — an estimated $22.1K sold.

Stifel Financial first reported a position in GERN in Q1 2015 and held it in 15 quarters. The position peaked at $218K in Q4 2024. 261 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Stifel Financial reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 14,836 Geron shares in Q2 2026, an estimated $22.1K.
  • Stifel Financial first reported a position in Geron in Q1 2015 and held it in 15 quarters.
  • Stifel Financial's Geron position peaked at $218K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.