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Geron Corporation shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Geron Corporation (GERN) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Geron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Geron Corporation held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Geron Corporation by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 27k 1.37
2025-06-30 $38k 27k 1.41

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Geron Corporation

RA Capital Management
BlackRock
Deep Track Capital
Vanguard Group
Vivo Capital
State Street Corporation
Goldman Sachs Group
Soleus Capital Management
Vestal Point Capital
Citadel Advisors
ClearBridge Advisors
Morgan Stanley
Geode Capital Management
Eversept Partners
Millennium Management

View all funds holding Geron Corporation