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Summit Financial Strategies’s Geron GERN Stock Holding History

Summit Financial Strategies’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
Q3 		$33.2K Hold
27,000
– – ﹤0.01% 163
2026
Q2 		$34.6K Hold
27,000
– – ﹤0.01% 169
2026
Q1 		$40.2K Hold
27,000
– – ﹤0.01% 165
2025
Q4 		$35.6K Hold
27,000
– – ﹤0.01% 163
2025
Q3 		$37K Hold
27,000
– – ﹤0.01% 153
2025
Q2 		$38.1K Buy
+27,000
New +$38.3K ﹤0.01% 151

Other funds holding GERN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Summit Financial Strategies's GERN Position: Q3 2026 in Review

Summit Financial Strategies held its Geron (GERN) position steady in Q3 2026 at 27,000 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Summit Financial Strategies first reported a position in GERN in Q2 2025 and has held it in 6 quarters since. The position peaked at $40.2K in Q1 2026. 9 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • Summit Financial Strategies held 27,000 shares of Geron worth $33.2K as of Q3 2026.
  • Summit Financial Strategies left its Geron share count unchanged in Q3 2026.
  • Geron made up ﹤0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #163 holding.
  • Summit Financial Strategies first reported a position in Geron in Q2 2025 and has held it in 6 quarters since.
  • Summit Financial Strategies's Geron position peaked at $40.2K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.