Geron (GERN)Deep Track Capital, LP reduced its stake -8.59M shares

32.5M

Shares reported · -8.59M vs prior quarter

0.77%

Disclosed portfolio weight

$42.9M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 10, 2025Company filing · Form 8-K · RestructuringAnnounced job cuts, closures or a restructuring“On December 16, 2025, Geron Corporation (the “Company”) began implementation of a strategic restructuring plan intended to position the Company for long-term value creation for patients and shareholders and improve its financial discipline (the “Plan”).”
2. Jan 5, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

What came next

1. Feb 18, 2026InsiderCFO sold ~$19K of GERN shares in the open market
2. Feb 25, 2026Company filing · Form 8-K · ResultsReported its results
3. Mar 25, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On March 25, 2026, the Board of Directors (the “Board”) of Geron Corporation (the “Company”), upon the recommendation of the Nominating and Corporate Governance Committee of the Board, elected Patricia S. Andrews and Constantine Chinoporos to the Board, in each case effective immediately, and each as a Class III director for a term expiring at the Company’s 2026 Annual Meeting of Stockholders (the “2026 Annual…”
4. May 20, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“(e) Amendment to 2018 Equity Incentive Plan As further described below, at the 2026 Annual Meeting of Stockholders of Geron Corporation (the “Company”) held on May 20, 2026 (the “2026 Annual Meeting”), the Company’s stockholders approved an amendment and restatement of the Company’s 2018 Equity Incentive Plan to, among other items, increase the number of shares of the Company’s common stock issuable thereunder by…”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Geron

For Geron, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its GERN page.

How this filing works

• SEC Form 13F

Other disclosures at Geron

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 4Feb 19, 2026
• SEC Form 13F-HRFeb 17, 2026
• SEC Form 13F-HRNov 14, 2025

Everything OQRO holds on this company is on its GERN page.