LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

GERN — Geron Corp

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.26%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,286	149,857	+15.8%	Shares	Sole	2026-05-06
2025-12-31	$170,792	129,388	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$182,031	132,870	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$186,609	132,347	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$209,296	131,633	-61.9%	Shares	Sole	2025-05-07
2024-12-31	$1,224,259	345,836	+21.7%	Shares	Sole	2025-02-11
2024-09-30	$1,289,623	284,058	+13.5%	Shares	Sole	2024-11-08
2024-06-30	$1,061,386	250,327	+27.9%	Shares	Sole	2024-08-07
2024-03-31	$646,011	195,761	+61.0%	Shares	Sole	2024-05-10
2023-12-31	$256,493	121,561	+14.7%	Shares	Sole	2024-02-14
2023-09-30	$224,597	105,942	+7.7%	Shares	Sole	2023-11-13
2023-06-30	$315,758	98,367	-16.0%	Shares	Sole	2023-07-31
2023-03-31	$254,252	117,167	-2.0%	Shares	Sole	2023-05-10
2022-12-31	$289,352	119,567	0.0%	Shares	Sole	2023-02-07
2022-09-30	$279,786	119,567	+17.1%	Shares	Sole	2022-11-14
2022-06-30	$158,281	102,117	-36.1%	Shares	Sole	2022-08-12
2022-03-31	$217,221	159,722	+1.5%	Shares	Sole	2022-05-16
2021-12-31	$191,965	157,349	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$213,033	155,499	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$218,595	155,032	+66.8%	Shares	Sole	2021-08-13
2021-03-31	$146,859	92,949	+506.8%	Shares	Sole	2021-05-14
2020-12-31	$24,354	15,317	-6.1%	Shares	Sole	2021-02-12
2020-09-30	$28,391	16,317	+5.2%	Shares	Sole	2020-11-09
2020-06-30	$33,827	15,517	-4.3%	Shares	Sole	2020-08-13
2020-03-31	$19,298	16,217	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.