Position in GERN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,480
-$735 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
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)
Position in Biotechnology
Healthcare · as of Jun 30, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $81,919 across 7 Biotechnology names. GERN ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
78 | $38,744 | |
| 2 | ATAI |
AtaiBeckley Inc.
|
6,467 | $34,081 | |
| 3 | GERN |
Geron Corp
This page
|
3,500 | $4,480 | |
| 4 | 136 | $4,274 | |||
| 5 | EDIT |
Editas Medicine, Inc.
|
50 | $162 | |
| 6 | ONCY |
Oncolytics Biotech Inc
|
105 | $99 | |
| 7 | DNA |
Ginkgo Bioworks Holdings, Inc.
|
8 | $79 |
All Filings in GERN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,480 | 3,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,215 | 3,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,620 | 3,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,795 | 3,500 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $4,935 | 3,500 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||