True Wealth Design’s Geron GERN Stock Holding History

True Wealth Design’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 Q3	–	Sell	-4	Closed	-$6	–	2781
2025 Q2	$6	Sell	4 -12	-75%	-$17	﹤0.01%	2556
2025 Q1	$26	Buy	+16	New	+$39	﹤0.01%	2535

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

True Wealth Design's GERN Position: Q3 2025 in Review

True Wealth Design sold out of Geron (GERN) in Q3 2025, closing a stake of 4 shares — an estimated $6 sold.

True Wealth Design first reported a position in GERN in Q1 2025 and held it in 2 quarters. The position peaked at $26 in Q1 2025. 263 funds tracked by Wall St. Rank hold GERN as of Q3 2025.

True Wealth Design reported no remaining Geron position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 4 Geron shares in Q3 2025, an estimated $6.
True Wealth Design first reported a position in Geron in Q1 2025 and held it in 2 quarters.
True Wealth Design's Geron position peaked at $26 in Q1 2025.
263 funds tracked by Wall St. Rank held Geron as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.