Position in GERN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,490
+$170 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GERN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,629,105 across 20 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRSP |
CRISPR Therapeutics AG
|
11,100 | $605,394 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
|
4,144 | $324,350 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
575 | $285,619 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
363 | $226,345 | |
| 5 | INCY |
Incyte Corp
|
363 | $41,149 | |
| 6 | DNLI |
Denali Therapeutics Inc.
|
1,500 | $38,580 | |
| 7 | CADL |
Candel Therapeutics, Inc.
|
3,520 | $36,256 | |
| 8 | GUTS |
Fractyl Health, Inc.
|
25,000 | $19,850 |
All Filings in GERN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,490 | 1,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,320 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,370 | 1,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,410 | 1,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,590 | 1,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,540 | 1,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,540 | 1,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,240 | 1,000 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||