This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GERN/capital-change-brief"
Use Arkolith's capital_change_brief for GERN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $95.0M | 63.8M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $70.5M | 47.3M | ▲+3.1% Added · +1.4M sh | Q1 2026 | |
| 3 | Soleus Capital Management, L.P. | $61.8M | 41.5M | ▲+78% Added · +18.2M sh | Q1 2026 | |
| 4 | Deep Track Capital, LP | $47.3M | 31.7M | ▼−2.4% Reduced · −791K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $45.4M | 30.5M | ▲+14% Added · +3.6M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $39.7M | 26.7M | ▲New +26.7M sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $32.1M | 21.6M | ▲+117% Added · +11.7M sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | $30.5M | 20.5M | ▲New +20.5M sh | Q1 2026 | |
| 9 | Clearbridge Investments, LLC | $29.2M | 19.6M | ▲+38% Added · +5.4M sh | Q1 2026 | |
| 10 | Eversept Partners, LP | $28.1M | 18.8M | ▲+6.7% Added · +1.2M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 13.7M | ▲+4.9% Added · +643K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $18.9M | 12.7M | ▲+0.5% Added · +62K sh | Q1 2026 | |
| 13 | Nantahala Capital Management, LLC | $16.7M | 11.2M | ▲+24% Added · +2.2M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $16.7M | 11.2M | ▼−31% Reduced · −5.0M sh | Q1 2026 | |
| 15 | Vivo Capital, LLC | $12.9M | 8.7M | ▼−68% Reduced · −18.6M sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $10.9M | 7.3M | ▲+59% Added · +2.7M sh | Q1 2026 | |
| 17 | Kynam Capital Management, LP | $10.2M | 6.8M | ▲+98% Added · +3.4M sh | Q1 2026 | |
| 18 | FMR LLC | $9.8M | 6.6M | ▼−18% Reduced · −1.5M sh | Q1 2026 | |
| 19 | DEUTSCHE BANK AG\ | $7.8M | 5.2M | ▲+1.2% Added · +63K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $7.2M | 4.9M | ▲+2.9% Added · +136K sh | Q1 2026 | |
| 21 | SEGALL BRYANT & HAMILL, LLC | $7.1M | 4.7M | ▼−6.1% Reduced · −309K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.0M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $6.8M | 4.6M | ▲+69% Added · +1.9M sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.7M | 4.5M | ▼−0.7% Reduced · −31K sh | Q1 2026 | |
| 25 | Candriam S.C.A. | $5.8M | 3.9M | ▲+38% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Spiegel Robert J. | Director | Grant (A) | 6K | $8K |
| May 20, 2026 | McDonald John F | Director | Grant (A) | 220K | $0 |
| May 20, 2026 | Molineaux Susan | Director | Grant (A) | 220K | $0 |
| May 20, 2026 | Spiegel Robert J. | Director | Grant (A) | 220K | $0 |
| May 20, 2026 | O'Farrell Elizabeth G. | Director | Grant (A) | 220K | $0 |
| May 20, 2026 | Bir Dawn Carter | Director | Grant (A) | 220K | $0 |
| Apr 13, 2026 | Williams Timothy | EVP and Chief Legal Officer | Grant (A) | 2.5M | $0 |
| Mar 31, 2026 | Spiegel Robert J. | Director | Grant (A) | 5K | $8K |
| Mar 25, 2026 | Andrews Patricia S | Director | Grant (A) | 270K | $0 |
| Mar 25, 2026 | Chinoporos Constantine | Director | Grant (A) | 270K | $0 |
| Feb 18, 2026 | ROBERTSON MICHELLE | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 10K | $19K |
| Feb 18, 2026 | ROBERTSON MICHELLE | EVP, CHIEF FINANCIAL OFFICER | Option exercise (M) | 28K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 77 funds | $8.3B |
| MICROSOFT CORPMSFT | 76 funds | $33.5B |
| BROADCOM INCAVGO | 76 funds | $18.7B |
| MICRON TECHNOLOGY INCMU | 76 funds | $7.6B |
| CHEVRON CORPCVX | 76 funds | $4.3B |
| HOME DEPOT INCHD | 76 funds | $4.2B |
| BOSTON SCIENTIFIC CORPBSX | 76 funds | $2.0B |
| NVIDIA CORPNVDA | 75 funds | $49.3B |
| AMAZON.COM INCAMZN | 75 funds | $24.6B |
| ALPHABET INC-CL AGOOGL | 75 funds | $22.8B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $15.5B |
| VISA INC-CLASS A SHARESV | 75 funds | $6.2B |
Ranked by how many of GERN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GERN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.