Wealth Enhancement Advisory Services
GERN icon

Wealth Enhancement Advisory Services’s Geron GERN Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-92,267
Closed -$122K – 3709
2025
Q4 		$122K Sell
92,267
-1,572
-2% -$1.97K ﹤0.01% 3391
2025
Q3 		$121K Sell
93,839
-5,419
-5% -$7.22K ﹤0.01% 3290
2025
Q2 		$142K Buy
99,258
+4,593
+5% +$6.51K ﹤0.01% 3078
2025
Q1 		$151K Buy
94,665
+3,304
+4% +$8.05K ﹤0.01% 2684
2024
Q4 		$323K Buy
91,361
+50,066
+121% +$200K ﹤0.01% 2324
2024
Q3 		$187K Sell
41,295
-1,510
-4% -$6.87K ﹤0.01% 2463
2024
Q2 		$181K Sell
42,805
-112
-0.3% -$437 ﹤0.01% 2316
2024
Q1 		$142K Buy
42,917
+193
+0.5% +$432 ﹤0.01% 2256
2023
Q4 		$90.1K Buy
42,724
+30,880
+261% +$60K ﹤0.01% 2181
2023
Q3 		$25.1K Buy
+11,844
New +$32.1K ﹤0.01% 2189

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's GERN Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Geron (GERN) in Q1 2026, closing a stake of 92,267 shares — an estimated $122K sold.

Wealth Enhancement Advisory Services first reported a position in GERN in Q3 2023 and held it in 10 quarters. The position peaked at $323K in Q4 2024. 256 funds tracked by Wall St. Rank hold GERN as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Geron position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 92,267 Geron shares in Q1 2026, an estimated $122K.
  • Wealth Enhancement Advisory Services first reported a position in Geron in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Geron position peaked at $323K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Geron as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.