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Twin Peaks Wealth Advisors’s Geron GERN Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$40.9K Hold
27,444
– – 0.01% 475
2025
Q4 		$44.2K Sell
27,444
-200
-0.7% -$251 0.01% 184
2025
Q3 		$37.9K Hold
27,644
– – 0.01% 164
2025
Q2 		$37.3K Buy
27,644
+7
+0% +$10 0.01% 411
2025
Q1 		$34.5K Hold
27,637
– – 0.02% 140
2024
Q4 		$97.8K Hold
27,637
– – 0.04% 140
2024
Q3 		$125K Hold
27,637
– – 0.06% 130
2024
Q2 		$117K Hold
27,637
– – 0.06% 126
2024
Q1 		$91.2K Hold
27,637
– – 0.05% 125
2023
Q4 		$58.3K Buy
+27,637
New +$53.7K 0.04% 122

Other funds holding GERN

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return