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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 		$5.12K Sell
4,000
-1,000
-20% -$1.41K ﹤0.01% 173
2026
Q1 		$7.45K Buy
+5,000
New +$7.6K ﹤0.01% 170

Other funds holding GERN

NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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. 47 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.
  • 47 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.