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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
Q2 		– Sell
-27,444
Closed -$40.9K – 1002
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

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 40.91% 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

Twin Peaks Wealth Advisors's GERN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Geron (GERN) in Q2 2026, closing a stake of 27,444 shares — an estimated $40.9K sold.

Twin Peaks Wealth Advisors first reported a position in GERN in Q4 2023 and held it in 10 quarters. The position peaked at $125K in Q3 2024. 259 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 27,444 Geron shares in Q2 2026, an estimated $40.9K.
  • Twin Peaks Wealth Advisors first reported a position in Geron in Q4 2023 and held it in 10 quarters.
  • Twin Peaks Wealth Advisors's Geron position peaked at $125K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.