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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
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

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 40.89% 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

TFC Financial Management's GERN Position: Q2 2026 in Review

TFC Financial Management held its Geron (GERN) position steady in Q2 2026 at 1,000 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

TFC Financial Management first reported a position in GERN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.49K in Q1 2026. 261 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • TFC Financial Management held 1,000 shares of Geron worth $1.28K as of Q2 2026.
  • TFC Financial Management left its Geron share count unchanged in Q2 2026.
  • Geron made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #621 holding.
  • TFC Financial Management first reported a position in Geron in Q3 2025 and has held it in 4 quarters since.
  • TFC Financial Management's Geron position peaked at $1.49K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.