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Summit Securities Group’s Geron GERN Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-4,916
Closed -$6.74K – 1096
2025
Q3 		$6.74K Buy
+4,916
New +$6.55K ﹤0.01% 907
2013
Q3 		– Sell
-12
Closed – – 469
2013
Q2 		$0 Buy
+12
New +$13 ﹤0.01% 604

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Summit Securities Group's GERN Position: Q4 2025 in Review

Summit Securities Group sold out of Geron (GERN) in Q4 2025, closing a stake of 4,916 shares — an estimated $6.74K sold.

Summit Securities Group first reported a position in GERN in Q2 2013 and held it in 2 quarters. The position peaked at $6.74K in Q3 2025. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

  • Summit Securities Group reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,916 Geron shares in Q4 2025, an estimated $6.74K.
  • Summit Securities Group first reported a position in Geron in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's Geron position peaked at $6.74K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.