TFC Financial Management
GERN icon

TFC Financial Management’s Geron GERN Stock Holding History

TFC Financial 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
Q3 		– Sell
-1,000
Closed -$1.28K – 1071
2026
Q2 		$1.28K Hold
1,000
– – ﹤0.01% 621
2026
Q1 		$1.49K Hold
1,000
– – ﹤0.01% 569
2025
Q4 		$1.32K Hold
1,000
– – ﹤0.01% 576
2025
Q3 		$1.37K Buy
+1,000
New +$1.33K ﹤0.01% 593

Other funds holding GERN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

TFC Financial Management's GERN Position: Q3 2026 in Review

TFC Financial Management sold out of Geron (GERN) in Q3 2026, closing a stake of 1,000 shares — an estimated $1.28K sold.

TFC Financial Management first reported a position in GERN in Q3 2025 and held it in 4 quarters. The position peaked at $1.49K in Q1 2026. 171 funds tracked by Wall St. Rank hold GERN as of Q3 2026.

  • TFC Financial Management reported no remaining Geron position as of Q3 2026 after selling out during the quarter.
  • TFC Financial Management sold 1,000 Geron shares in Q3 2026, an estimated $1.28K.
  • TFC Financial Management first reported a position in Geron in Q3 2025 and held it in 4 quarters.
  • TFC Financial Management's Geron position peaked at $1.49K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Geron as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.