Vishria Bird Financial Group’s Geron GERN Stock Holding History

Vishria Bird Financial Group’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	$33.2K	Hold	24,265	–	–	0.01%	97
2025 Q2	$34.2K	Hold	24,265	–	–	0.01%	89
2025 Q1	$38.6K	Hold	24,265	–	–	0.01%	83
2024 Q4	$86K	Hold	24,265	–	–	0.03%	79
2024 Q3	$110K	Hold	24,265	–	–	0.04%	82
2024 Q2	$103K	Hold	24,265	–	–	0.04%	62
2024 Q1	$80K	Buy	24,265 +3,650	+18%	+$8.18K	0.03%	64
2023 Q4	$43K	Hold	20,615	–	–	0.02%	59
2023 Q3	$44K	Hold	20,615	–	–	0.02%	55
2023 Q2	$66K	Hold	20,615	–	–	0.04%	55
2023 Q1	$45K	Hold	20,615	–	–	0.03%	55
2022 Q4	$50K	Hold	20,615	–	–	0.03%	59
2022 Q3	$48K	Hold	20,615	–	–	0.03%	56
2022 Q2	$32K	Hold	20,615	–	–	0.02%	58
2022 Q1	$28K	Hold	20,615	–	–	0.02%	59
2021 Q4	$25K	Hold	20,615	–	–	0.01%	65
2021 Q3	$28K	Hold	20,615	–	–	0.01%	62
2021 Q2	$29K	Hold	20,615	–	–	0.01%	58
2021 Q1	$33K	Hold	20,615	–	–	0.02%	54
2020 Q4	$33K	Hold	20,615	–	–	0.02%	49
2020 Q3	$36K	Hold	20,615	–	–	0.02%	45
2020 Q2	$45K	Hold	20,615	–	–	0.04%	41
2020 Q1	$25K	Hold	20,615	–	–	0.03%	40
2019 Q4	$28K	Hold	20,615	–	–	0.03%	48
2019 Q3	$27K	Hold	20,615	–	–	0.03%	48
2019 Q2	$29K	Hold	20,615	–	–	0.03%	51
2019 Q1	$34K	Hold	20,615	–	–	0.03%	50
2018 Q4	$21K	Hold	20,615	–	–	0.02%	48
2018 Q3	$36K	Buy	+20,615	New	+$89.9K	0.03%	50

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

Vishria Bird Financial Group's GERN Position: Q3 2025 in Review

Vishria Bird Financial Group held its Geron (GERN) position steady in Q3 2025 at 24,265 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #97.

Vishria Bird Financial Group first reported a position in GERN in Q3 2018 and has held it in 29 quarters since. The position peaked at $110K in Q3 2024. 263 funds tracked by Wall St. Rank hold GERN as of Q3 2025.

Vishria Bird Financial Group held 24,265 shares of Geron worth $33.2K as of Q3 2025.
Vishria Bird Financial Group left its Geron share count unchanged in Q3 2025.
Geron made up 0.01% of Vishria Bird Financial Group's portfolio in Q3 2025, its #97 holding.
Vishria Bird Financial Group first reported a position in Geron in Q3 2018 and has held it in 29 quarters since.
Vishria Bird Financial Group's Geron position peaked at $110K in Q3 2024.
263 funds tracked by Wall St. Rank held Geron as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.