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Zuckerman Investment Group’s Geron GERN Stock Holding History

Zuckerman Investment Group’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
2025
Q3 		– Sell
-88,000
Closed -$124K – 162
2025
Q2 		$124K Sell
88,000
-15,000
-15% -$21.3K 0.01% 152
2025
Q1 		$164K Buy
103,000
+23,000
+29% +$56K 0.02% 156
2024
Q4 		$228K Buy
+80,000
New +$320K 0.02% 139

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zuckerman Investment Group's GERN Position: Q3 2025 in Review

Zuckerman Investment Group sold out of Geron (GERN) in Q3 2025, closing a stake of 88,000 shares — an estimated $124K sold.

Zuckerman Investment Group first reported a position in GERN in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2024. 263 funds tracked by Wall St. Rank hold GERN as of Q3 2025.

  • Zuckerman Investment Group reported no remaining Geron position as of Q3 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 88,000 Geron shares in Q3 2025, an estimated $124K.
  • Zuckerman Investment Group first reported a position in Geron in Q4 2024 and held it in 3 quarters.
  • Zuckerman Investment Group's Geron position peaked at $228K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Geron as of Q3 2025.

Based on Zuckerman Investment Group's 13F filing for Q3 2025, filed 13 Nov 2025.