WIA
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World Investment Advisors’s Geron GERN Stock Holding History

World Investment 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
Q1 		$1.54M Hold
1,033,779
– – 0.02% 568
2025
Q4 		$1.36M Sell
1,033,779
-6,000
-0.6% -$7.53K 0.02% 582
2025
Q3 		$1.42M Buy
1,039,779
+7,376
+0.7% +$9.82K 0.03% 481
2025
Q2 		$1.46M Buy
1,032,403
+2,850
+0.3% +$4.04K 0.03% 437
2025
Q1 		$1.64M Hold
1,029,553
– – 0.04% 388
2024
Q4 		$3.64M Hold
1,029,553
– – 0.1% 234
2024
Q3 		$4.67M Buy
1,029,553
+1,019,510
+10,151% +$4.64M 0.15% 165
2024
Q2 		$42.6K Hold
10,043
– – ﹤0.01% 615
2024
Q1 		$33.1K Sell
10,043
-9,957
-50% -$22.3K ﹤0.01% 392
2023
Q4 		$42.2K Hold
20,000
– – 0.01% 377
2023
Q3 		$42.4K Buy
+20,000
New +$54.3K 0.01% 262

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return