BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Geron GERN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$35	Hold	27	–	–	﹤0.01%	2374
2026 Q1	$40	Hold	27	–	–	﹤0.01%	2432
2025 Q4	$36	Hold	27	–	–	﹤0.01%	2641
2025 Q3	$37	Hold	27	–	–	﹤0.01%	2410
2025 Q2	$38	Hold	27	–	–	﹤0.01%	2331
2025 Q1	$43	Hold	27	–	–	﹤0.01%	2233
2024 Q4	$96	Hold	27	–	–	﹤0.01%	2072
2024 Q3	$123	Buy	+27	New	+$123	﹤0.01%	2144

Other funds holding GERN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s GERN Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Geron (GERN) position steady in Q2 2026 at 27 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in GERN in Q3 2024 and has held it in 8 quarters since. The position peaked at $123 in Q3 2024. 261 funds tracked by Wall St. Rank hold GERN as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 27 shares of Geron worth $35 as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its Geron share count unchanged in Q2 2026.
Geron made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2374 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Geron in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Geron position peaked at $123 in Q3 2024.
261 funds tracked by Wall St. Rank held Geron as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.