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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
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

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 40.91% 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

Summit Financial Strategies's GERN Position: Q2 2026 in Review

Summit Financial Strategies held its Geron (GERN) position steady in Q2 2026 at 27,000 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Summit Financial Strategies first reported a position in GERN in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.2K in Q1 2026. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Summit Financial Strategies held 27,000 shares of Geron worth $34.6K as of Q2 2026.
  • Summit Financial Strategies left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #169 holding.
  • Summit Financial Strategies first reported a position in Geron in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial Strategies's Geron position peaked at $40.2K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.