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WFA of San Diego’s Geron GERN Stock Holding History

WFA of San Diego’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
-40
Closed -$60 – 195
2026
Q1 		$60 Hold
40
– – ﹤0.01% 404
2025
Q4 		$53 Hold
40
– – ﹤0.01% 401
2025
Q3 		$55 Hold
40
– – ﹤0.01% 416
2025
Q2 		$56 Buy
+40
New +$57 ﹤0.01% 427
2024
Q3 		$182 Hold
40
– – ﹤0.01% 402
2024
Q2 		$170 Buy
+40
New +$156 ﹤0.01% 404
2023
Q3 		$85 Hold
40
– – ﹤0.01% 400
2023
Q2 		$129 Buy
+40
New +$114 ﹤0.01% 391

Other funds holding GERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA Capital Management
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Soleus Capital Management
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

WFA of San Diego's GERN Position: Q2 2026 in Review

WFA of San Diego sold out of Geron (GERN) in Q2 2026, closing a stake of 40 shares — an estimated $60 sold.

WFA of San Diego first reported a position in GERN in Q2 2023 and held it in 8 quarters. The position peaked at $182 in Q3 2024. 260 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

  • WFA of San Diego reported no remaining Geron position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 40 Geron shares in Q2 2026, an estimated $60.
  • WFA of San Diego first reported a position in Geron in Q2 2023 and held it in 8 quarters.
  • WFA of San Diego's Geron position peaked at $182 in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.