Position in GERN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,560
-$5,670 QoQ
Shares Held
27,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#172
of 258 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GERN Over Time
Shares Held
Position Value (USD)
Derivatives in GERN
reported options exposure · as of Jun 30, 2026CallValue
$5,120
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $34,560 across 1 Biotechnology name. GERN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GERN |
Geron Corp
This page
|
27,000 | $34,560 |
All Filings in GERN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,560 | 27,000 | Shares | Sole | 2026-07-24 | |
| 2026-06-30 | $5,120 | 4,000 | Call | Sole | 2026-07-24 | |
| 2026-03-31 | $7,450 | 5,000 | Call | Sole | 2026-05-01 | |
| 2026-03-31 | $40,230 | 27,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $35,640 | 27,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $36,990 | 27,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,070 | 27,000 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||