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Waverly Advisors’s Geron GERN Stock Holding History

Waverly 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
2025
Q4 		– Sell
-10,640
Closed -$14.6K – 1497
2025
Q3 		$14.6K Buy
10,640
+58
+0.5% +$77 ﹤0.01% 1277
2025
Q2 		$14.9K Buy
10,582
+27
+0.3% +$38 ﹤0.01% 1182
2025
Q1 		$16.8K Buy
+10,555
New +$25.7K ﹤0.01% 1107
2015
Q2 		– Sell
-1,000
Closed -$4K – 375
2015
Q1 		$4K Buy
+1,000
New +$3.4K ﹤0.01% 310

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Waverly Advisors's GERN Position: Q4 2025 in Review

Waverly Advisors sold out of Geron (GERN) in Q4 2025, closing a stake of 10,640 shares — an estimated $14.6K sold.

Waverly Advisors first reported a position in GERN in Q1 2015 and held it in 4 quarters. The position peaked at $16.8K in Q1 2025. 262 funds tracked by Wall St. Rank hold GERN as of Q4 2025.

  • Waverly Advisors reported no remaining Geron position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 10,640 Geron shares in Q4 2025, an estimated $14.6K.
  • Waverly Advisors first reported a position in Geron in Q1 2015 and held it in 4 quarters.
  • Waverly Advisors's Geron position peaked at $16.8K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Geron as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.