Position in GERN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$661,952
-$95,674 QoQ
Shares Held
517,150
+1.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#67
of 258 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GERN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Nvest Financial, LLC holds $937,140 across 2 Biotechnology names. GERN ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GERN |
Geron Corp
This page
|
517,150 | $661,952 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
554 | $275,188 |
All Filings in GERN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,952 | 517,150 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $757,626 | 508,474 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $302,004 | 228,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $429,804 | 313,726 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $454,196 | 322,125 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $316,793 | 199,241 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $692,923 | 195,741 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||