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PlanVest Financial, Inc

Position in GERN — Geron Corp

CIK 2135239 GAITHERSBURG, MD

Position in GERN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$16,477
-$2,703 QoQ
Shares Held
12,873
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#208
of 260 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $18,520 across 7 Biotechnology names. GERN ranks #1 (89.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GERN
Geron Corp
This page
12,873 $16,477

All Filings in GERN

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,477 12,873
2026-03-31 $19,180 12,873