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Disclosery

Charles Schwab Trust Co: GERN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on GERN, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 4,284,662 GERN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,284,662 shares
    Change vs previous 13F -198,714 shares

    <0.01% of the 13F portfolio, value $5,484,367.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,483,376 shares
    Change vs previous 13F -30,687 shares

    <0.01% of the 13F portfolio, value $6,680,230.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,514,063 shares
    Change vs previous 13F +4,598 shares

    <0.01% of the 13F portfolio, value $5,958,563.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,509,465 shares
    Change vs previous 13F -179,849 shares

    <0.01% of the 13F portfolio, value $6,177,967.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,689,314 shares
    Change vs previous 13F +238,283 shares

    <0.01% of the 13F portfolio, value $6,611,933.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 4,451,031 shares
    Change vs previous 13F -72,833 shares

    <0.01% of the 13F portfolio, value $7,077,139.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,523,864 shares
    Change vs previous 13F +73,482 shares

    <0.01% of the 13F portfolio, value $16,014,479.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,450,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,204,734.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).