GeronGERN
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 270 institutions reported holding Geron Corp. (GERN) in their 13F filings, down 15 from Q4 2024. 44 opened new positions and 59 sold out. The largest holders were Ra Capital Management, L.P. ($96.0M), BlackRock, Inc. ($78.0M) and Deep Track Capital, LP ($60.7M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Geron Corp.
- CUSIP
- 374163103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $47.3M |
| Exits | 59 | $311.1M |
All 13F filers, Q4 2024 → Q1 2025: 159,947,102 shares bought and 140,341,842 shares sold, net +19,605,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Ra Capital Management, L.P. | 1.60% | Add +101.2% | 60,379,366 | $96.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 49,075,309 | $78.0M |
| Deep Track Capital, LP | 1.97% | Add +851.7% | 38,176,251 | $60.7M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 34,146,851 | $54.3M |
| Vivo Capital, LLC | 5.73% | No change | 27,225,292 | $43.3M |
| State Street Corp. | 0.00% | Reduce -11.9% | 23,911,792 | $38.0M |
| Vestal Point Capital, LP | 2.50% | Add +100.0% | 22,005,340 | $35.0M |
| Janus Henderson Group PLC | 0.02% | Reduce -30.2% | 18,892,975 | $31.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 13,567,594 | $21.6M |
| FMR LLC | 0.00% | Reduce -13.7% | 12,365,344 | $19.7M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 11,534,238 | $18.3M |
| Millennium Management | 0.02% | Add +53.6% | 10,806,625 | $17.2M |
| Bank of America Corp. | 0.00% | Add +148.5% | 9,692,359 | $15.4M |
| Clearbridge Investments, LLC | 0.01% | New | 8,687,142 | $13.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.2% | 8,136,200 | $12.9M |
| Logos Global Management LP | 2.26% | Add +300.0% | 8,000,000 | $12.7M |
| Woodline Partners LP | 0.08% | Reduce -33.3% | 7,728,745 | $12.3M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -0.3% | 7,426,854 | $11.8M |
| Point72 Asset Management | 0.03% | Add +378.7% | 7,126,818 | $11.3M |
| Eventide Asset Management, LLC | 0.22% | No change | 7,072,000 | $11.2M |
| Citadel Advisors | 0.01% | Add +59.3% | 6,663,314 | $10.6M |
| Renaissance Technologies | 0.01% | Add +285.6% | 5,601,100 | $8.9M |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 5,256,963 | $8.4M |
| UBS Group AG | 0.00% | Reduce -21.3% | 5,211,433 | $8.3M |
| Marshall Wace, LLP | 0.01% | Add +133.3% | 5,140,464 | $8.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +213.6% | 4,795,555 | $7.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.6% | 4,451,031 | $7.1M |
| Deutsche Bank AG | 0.00% | Add +325.0% | 3,794,565 | $6.0M |
| Aberdeen Group plc | 0.01% | Add +99.9% | 3,692,753 | $5.9M |
| Kynam Capital Management, LP | 0.50% | New | 3,659,526 | $5.8M |
| Invesco Ltd. | 0.00% | Add +74.2% | 3,618,607 | $5.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 3,509,920 | $5.6M |
| Algert Global LLC | 0.13% | Add +516.8% | 3,260,934 | $5.2M |
| Exome Asset Management LLC | 4.58% | Add +106.0% | 3,215,457 | $5.1M |
| Wellington Management Group LLP | 0.00% | Reduce -77.9% | 2,984,299 | $4.7M |
| Nuveen, LLC | 0.00% | — | 2,850,769 | $4.5M |
| 683 Capital Management, LLC | 0.50% | New | 2,850,000 | $4.5M |
| Soleus Capital Management, L.P. | 0.30% | New | 2,400,000 | $3.8M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +15.1% | 2,130,000 | $3.4M |
| Ally Bridge Group (NY) LLC | 2.95% | Add +91.3% | 2,056,637 | $3.3M |
| Candriam S.C.A. | 0.02% | New | 1,896,010 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +137.7% | 1,872,500 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 1,639,814 | $2.6M |
| Affinity Asset Advisors, LLC | 0.40% | Reduce -33.3% | 1,500,000 | $2.4M |
| HRT Financial LP | 0.01% | Add +745.6% | 1,409,274 | $2.2M |
| Squarepoint Ops LLC | 0.01% | Add +2354.9% | 1,399,808 | $2.2M |
| Nan Fung Group Holdings Ltd | 1.78% | No change | 1,373,550 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.3% | 1,372,016 | $2.2M |
| Barclays PLC | 0.00% | Reduce -24.4% | 1,154,923 | $1.8M |
| Citigroup Inc. | 0.00% | Add +12.0% | 1,120,328 | $1.8M |
| World Investment Advisors | 0.04% | No change | 1,029,553 | $1.6M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 995,500 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +145.2% | 962,773 | $1.5M |
| Stempoint Capital LP | 0.49% | New | 960,307 | $1.5M |
| Prelude Capital Management, LLC | 0.14% | Add +87.6% | 895,025 | $1.4M |
| Kodai Capital Management LP | 0.06% | New | 893,091 | $1.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -26.8% | 881,607 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +0.6% | 839,456 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 822,700 | $1.3M |
| Centiva Capital, LP | 0.07% | New | 800,001 | $1.3M |
| Rhenman & Partners Asset Management AB | 0.14% | Reduce -21.7% | 783,000 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -75.5% | 751,706 | $1.2M |
| Velan Capital Investment Management LP | 1.07% | Add +1236.7% | 655,000 | $1.0M |
| Alliancebernstein L.P. | 0.00% | No change | 625,291 | $994K |
| Jane Street Group, LLC | 0.00% | Add +50.7% | 602,087 | $957K |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 551,115 | $876K |
| Summit X, LLC | 0.18% | Add +43.1% | 547,899 | $871K |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 540,799 | $860K |
| Intech Investment Management LLC | 0.01% | Add +52.4% | 535,975 | $852K |
| Cantor Fitzgerald, L. P. | 0.03% | New | 526,436 | $837K |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 508,526 | $809K |
| Lion Point Capital, LP | 5.07% | No change | 500,000 | $795K |
| Stonepine Capital Management, LLC | 0.77% | New | 500,000 | $795K |
| California State Teachers Retirement System | 0.00% | No change | 484,962 | $771K |
| Group One Trading LLC | 0.03% | New | 443,864 | $706K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -89.0% | 433,407 | $690K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 392,534 | $627K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -3.9% | 388,176 | $617K |
| Graham Capital Management, L.P. | 0.03% | New | 376,760 | $599K |
| First Trust Advisors LP | 0.00% | Reduce -67.6% | 348,592 | $554K |
| Private Advisor Group, LLC | 0.00% | Add +102.6% | 338,597 | $538K |
| State of Wisconsin Investment Board | 0.00% | Reduce -45.3% | 324,063 | $515K |
| MetLife Investment Management, LLC | 0.00% | Reduce -12.3% | 305,308 | $485K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -33.6% | 298,131 | $474K |
| Moody National Bank Trust Division | 0.05% | Add +10.4% | 295,425 | $470K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 289,745 | $461K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +169.9% | 285,606 | $454K |
| ADAR1 Capital Management, LLC | 0.08% | Reduce -21.2% | 266,176 | $423K |
| Point72 (DIFC) Ltd | 0.04% | Add +732.1% | 259,053 | $412K |
| Gsa Capital Partners LLP | 0.03% | Add +68.9% | 234,606 | $373K |
| Headlands Technologies LLC | 0.04% | Add +2.0% | 223,095 | $355K |
| Inspire Investing, LLC | 0.04% | Add +89.1% | 220,935 | $351K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -90.3% | 219,046 | $348K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.0% | 212,699 | $338K |
| Nvest Financial, LLC | 0.17% | Add +1.8% | 199,241 | $317K |
| Dark Forest Capital Management LP | 0.01% | New | 195,682 | $311K |
| Simplex Trading, LLC | 0.01% | Add +33.3% | 190,021 | $302K |
| Profund Advisors LLC | 0.01% | Reduce -20.8% | 185,493 | $295K |
| Victory Capital Management Inc. | 0.00% | Add +1.4% | 175,335 | $279K |
| Cresset Asset Management, LLC | 0.00% | Add +1.6% | 172,884 | $275K |
| New York State Common Retirement Fund | 0.00% | No change | 171,453 | $273K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.4% | 170,441 | $271K |
| Handelsbanken Fonder AB | 0.00% | No change | 169,900 | $270K |
| SG Americas Securities, LLC | 0.00% | New | 168,042 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.1% | 163,990 | $261K |
| Voya Investment Management LLC | 0.00% | Reduce -35.2% | 159,525 | $254K |
| ProShare Advisors LLC | 0.00% | Reduce -19.7% | 156,770 | $249K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.4% | 150,298 | $240K |
| Ikarian Capital, LLC | 0.08% | New | 150,000 | $239K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 146,965 | $234K |
| Raymond James Financial Inc. | 0.00% | Add +104.7% | 142,716 | $227K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 142,122 | $226K |
| Teacher Retirement System of Texas | 0.00% | Reduce -8.9% | 138,286 | $220K |
| DNB Asset Management AS | 0.00% | Add +48.1% | 136,581 | $217K |
| LPL Financial LLC | 0.00% | Reduce -61.9% | 131,633 | $209K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 131,234 | $209K |
| China Universal Asset Management Co., Ltd. | 0.02% | Reduce -0.3% | 127,752 | $203K |
| HighVista Strategies LLC | 0.08% | No change | 127,284 | $202K |
| Brevan Howard Capital Management LP | 0.01% | New | 125,399 | $199K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 124,020 | $197K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.4% | 109,154 | $174K |
| Creative Planning | 0.00% | Add +60.0% | 106,675 | $170K |
| Man Group plc | 0.00% | New | 106,635 | $170K |
| Syon Capital LLC | 0.01% | Add +103.0% | 103,521 | $165K |
| Zuckerman Investment Group, LLC | 0.02% | Add +28.8% | 103,000 | $164K |
| Verition Fund Management LLC | 0.00% | Add +134.5% | 102,064 | $162K |
| KLP Kapitalforvaltning As | 0.00% | No change | 100,200 | $159K |
| Lazari Capital Management, Inc. | 0.06% | Add +25.0% | 95,524 | $152K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 94,665 | $151K |
| Virtus Investment Advisers, LLC | 0.04% | New | 91,587 | $146K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.9% | 90,883 | $145K |
| Credit Agricole S A | 0.00% | No change | 88,000 | $140K |
| J. Goldman & Co LP | 0.00% | Reduce -94.8% | 86,398 | $137K |
| HSBC Holdings PLC | 0.00% | Reduce -69.6% | 86,528 | $134K |
| E Fund Management Co., Ltd. | 0.01% | Reduce -3.7% | 82,389 | $131K |
| Quantbot Technologies LP | 0.00% | New | 81,642 | $130K |
| Quadrature Capital Ltd | 0.00% | New | 80,756 | $129K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 79,296 | $126K |
| Caitong International Asset Management Co., Ltd | 0.09% | Add +33.0% | 78,289 | $124K |
| Poehling Capital Management, INC. | 0.03% | No change | 75,501 | $120K |
| Soltis Investment Advisors LLC | 0.01% | No change | 75,000 | $119K |
| Exchange Traded Concepts, LLC | 0.00% | Add +91.0% | 73,211 | $116K |
| Stifel Financial Corp. | 0.00% | Add +16.3% | 71,680 | $114K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.0% | 71,528 | $114K |
| Franklin Resources Inc. | 0.00% | Reduce -17.2% | 67,558 | $107K |
| Mariner, LLC | 0.00% | Add +142.3% | 67,441 | $107K |
| Forefront Analytics, LLC | 0.12% | Add +231.0% | 62,973 | $100K |
| Sei Investments Co. | 0.00% | Reduce -68.6% | 59,570 | $95K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 58,953 | $94K |
| Tiaa Trust, National Association | 0.00% | No change | 58,310 | $93K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 54,913 | $87K |
| Boothbay Fund Management, LLC | 0.00% | New | 53,917 | $86K |
| Lazard Asset Management LLC | 0.00% | Add +111.0% | 53,053 | $84K |
| Pinnacle Associates Ltd. | 0.00% | No change | 52,505 | $83K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | No change | 50,505 | $80K |
| Kazazian Asset Management, LLC | 0.06% | New | 47,500 | $76K |
| AQR Capital Management | 0.00% | Reduce -81.2% | 47,318 | $75K |
| Wedbush Securities Inc. | 0.00% | Reduce -43.1% | 46,661 | $74K |
| Prudential Financial Inc. | 0.00% | Add +4.5% | 46,142 | $73K |
| Principal Financial Group Inc. | 0.00% | Add +0.7% | 44,857 | $71K |
| Xponance LLC | 0.00% | Add +4.8% | 44,438 | $71K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 43,000 | $68K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 42,435 | $67K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.0% | 42,003 | $67K |
| SIH Partners, LLLP | 0.01% | New | 39,868 | $63K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 39,643 | $63K |
| Alternative Investment Advisors, LLC. | 0.03% | Add +20.6% | 39,278 | $62K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 37,103 | $59K |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 36,749 | $58K |
| Mackenzie Financial Corp. | 0.00% | No change | 35,888 | $57K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.8% | 34,174 | $54K |
| Chicago Partners Investment Group LLC | 0.00% | Add +143.0% | 41,448 | $54K |
| IHT Wealth Management, LLC | 0.00% | Add +23.4% | 33,750 | $54K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 32,961 | $52K |
| Jasper Ridge Partners, L.P. | 0.00% | No change | 32,472 | $52K |
| Farringdon Capital, Ltd. | 0.03% | New | 31,652 | $50K |
| NorthCrest Asset Manangement, LLC | 0.00% | Reduce -0.1% | 31,535 | $50K |
| Flagship Harbor Advisors, LLC | 0.00% | Add +8.7% | 29,670 | $47K |
| Quantinno Capital Management LP | 0.00% | New | 29,515 | $47K |
| SummitTX Capital, L.P. | 0.00% | — | 28,525 | $45K |
| Elmwood Wealth Management, Inc. | 0.02% | Add +8.0% | 28,285 | $45K |
| Sowell Financial Services LLC | 0.00% | New | 27,000 | $43K |
| High Net Worth Advisory Group LLC | 0.01% | No change | 25,520 | $41K |
| Cetera Investment Advisers | 0.00% | New | 24,699 | $39K |
| KBC Group NV | 0.00% | No change | 24,414 | $39K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 24,370 | $39K |
| Vishria Bird Financial Group, LLC | 0.01% | No change | 24,265 | $39K |
| Paces Ferry Wealth Advisors, LLC | 0.02% | No change | 23,500 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.8% | 21,312 | $35K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | No change | 27,637 | $35K |
| Allied Investment Advisors, LLC | 0.01% | No change | 20,959 | $33K |
| Amalgamated Bank | 0.00% | Add +12.9% | 20,482 | $33K |
| Fifth Lane Capital, LP | 0.14% | Add +33.3% | 20,000 | $32K |
| Frisch Financial Group, Inc. | 0.01% | Add +84.3% | 19,025 | $30K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.0% | 17,268 | $27K |
| Inceptionr LLC | 0.01% | New | 17,258 | $27K |
| CIBC Asset Management Inc | 0.00% | Add +4.1% | 17,209 | $27K |
| Cerity Partners LLC | 0.00% | Reduce -20.5% | 17,176 | $27K |
| Rovin Capital /Ut/ | 0.01% | No change | 17,270 | $27K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 16,230 | $26K |
| GF Fund Management Co. LTD. | 0.00% | Add +22.0% | 15,480 | $25K |
| Captrust Financial Advisors | 0.00% | Add +8.2% | 15,405 | $24K |
| Savant Capital, LLC | 0.00% | No change | 15,000 | $24K |
| Atom Investors LP | 0.00% | New | 14,708 | $23K |
| Jain Global LLC | 0.00% | Reduce -70.1% | 14,050 | $22K |
| Polymer Capital Management (US) LLC | 0.01% | Reduce -43.0% | 13,676 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 13,165 | $21K |
| Csenge Advisory Group | 0.00% | Add +2.1% | 15,792 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 12,500 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.9% | 12,023 | $19K |
| Bernardo Wealth Planning LLC | 0.00% | New | 11,650 | $19K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,500 | $18K |
| XTX Topco Ltd | 0.00% | Reduce -94.8% | 11,499 | $18K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 11,245 | $18K |
| Waverly Advisors, LLC | 0.00% | New | 10,555 | $17K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.6% | 10,349 | $16K |
| Signaturefd, LLC | 0.00% | Add +135.8% | 10,162 | $16K |
| Platform Technology Partners | 0.00% | No change | 10,100 | $16K |
| Columbia Bank | 0.01% | No change | 10,000 | $16K |
| IFG Advisory, LLC | 0.00% | No change | 10,000 | $16K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -99.6% | 10,000 | $16K |
| Brooklyn Investment Group | 0.00% | Add +96340.0% | 9,644 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.8% | 7,989 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 7,900 | $13K |
| STRS Ohio | 0.00% | No change | 7,500 | $12K |
| Lindbrook Capital, LLC | 0.00% | Add +11.7% | 6,782 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +447.6% | 5,640 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +183.7% | 4,954 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -20.9% | 4,840 | $8K |
| Avion Wealth | 0.00% | No change | 2,000 | $7K |
| US Bancorp \de | 0.00% | Reduce -80.3% | 4,133 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,000 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.7% | 3,540 | $6K |
| Comerica Bank | 0.00% | Add +98.4% | 2,994 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 2,456 | $4K |
| Quadrant Capital Group LLC | 0.00% | New | 2,657 | $4K |
| HighMark Wealth Management LLC | 0.00% | Add +42.3% | 2,525 | $4K |
| Daiwa Securities Group Inc. | 0.00% | No change | 2,247 | $4K |
| Cwm, LLC | 0.00% | Add +906.7% | 2,688 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +39.7% | 2,095 | $3K |
| Allworth Financial LP | 0.00% | Add +4073.2% | 2,337 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +372.3% | 2,064 | $3K |
| Bank of New Hampshire | 0.00% | No change | 2,000 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,000 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -94.2% | 1,829 | $3K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 1,736 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 1,500 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,441 | $2K |
| Red Tortoise LLC | 0.00% | New | 1,103 | $2K |
| MAI Capital Management | 0.00% | No change | 1,000 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,000 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +156.5% | 967 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3754.6% | 848 | $1K |
| Jones Financial Companies LLLP | 0.00% | Add +170.3% | 811 | $1K |
| Compass Wealth Management LLC | 0.00% | No change | 700 | $1K |
| Rothschild Investment LLC | 0.00% | Add +23.8% | 625 | $994 |
| Amundi | 0.00% | Add +12.9% | 559 | $822 |
| HM Payson & Co. | 0.00% | No change | 340 | $541 |
| Assetmark, Inc. | 0.00% | No change | 335 | $533 |
| Stephens Consulting, LLC | 0.00% | New | 230 | $366 |
| CoreCap Advisors, LLC | 0.00% | New | 169 | $269 |
| Costello Asset Management, INC | 0.00% | No change | 115 | $183 |
| Centricity Wealth Management, LLC | 0.00% | No change | 49 | $78 |
| WPG Advisers, LLC | 0.00% | New | 42 | $67 |
| True Wealth Design, LLC | 0.00% | New | 16 | $26 |
| NewEdge Advisors, LLC | 0.00% | No change | 1 | $2 |
| Bessemer Group Inc. | 0.00% | Reduce -63.9% | 204 | $0 |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $0 |
| Centerpoint Advisors, LLC | 0.00% | No change | 300 | $0 |
| Covestor Ltd | 0.00% | No change | 37 | $0 |
"% of holder's portfolio" is GERN's weight in each manager's 13F, not the share of Geron Corp. the manager owns.