StoneCrest Wealth Management’s Geron GERN Stock Holding History

StoneCrest Wealth Management’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	$32K	Hold	25,000	–	–	0.01%	73
2026 Q1	$37.3K	Hold	25,000	–	–	0.02%	73
2025 Q4	$33K	Hold	25,000	–	–	0.01%	71
2025 Q3	$34.3K	Hold	25,000	–	–	0.02%	71
2025 Q2	$35.3K	Buy	+25,000	New	+$35.4K	0.02%	71

Other funds holding GERN

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

StoneCrest Wealth Management's GERN Position: Q2 2026 in Review

StoneCrest Wealth Management held its Geron (GERN) position steady in Q2 2026 at 25,000 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #73.

StoneCrest Wealth Management first reported a position in GERN in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.3K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

StoneCrest Wealth Management held 25,000 shares of Geron worth $32K as of Q2 2026.
StoneCrest Wealth Management left its Geron share count unchanged in Q2 2026.
Geron made up 0.01% of StoneCrest Wealth Management's portfolio in Q2 2026, its #73 holding.
StoneCrest Wealth Management first reported a position in Geron in Q2 2025 and has held it in 5 quarters since.
StoneCrest Wealth Management's Geron position peaked at $37.3K in Q1 2026.
259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.