Y-Intercept (HK)’s Geron GERN Stock Holding History

Y-Intercept (HK)’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	-35,863	Closed	-$53.4K	–	1877
2026 Q1	$53.4K	Buy	+35,863	New	+$54.5K	﹤0.01%	1478
2025 Q4	–	Sell	-124,796	Closed	-$171K	–	1702
2025 Q3	$171K	Buy	+124,796	New	+$166K	﹤0.01%	1477
2024 Q3	–	Sell	-28,602	Closed	-$121K	–	1499
2024 Q2	$121K	Buy	+28,602	New	+$111K	0.01%	1243
2024 Q1	–	Sell	-11,777	Closed	-$24.8K	–	1509
2023 Q4	$24.8K	Buy	+11,777	New	+$22.9K	﹤0.01%	1173

Other funds holding GERN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return