Abound Wealth Management’s Geron GERN Stock Holding History

Abound Wealth Management’s Portfolio GERN Stock Details GERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33	Closed	-$72	–	1207
2023 Q1	$72	Buy	+33	New	+$94	﹤0.01%	711

Other funds holding GERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abound Wealth Management's GERN Position: Q2 2023 in Review

Abound Wealth Management sold out of Geron (GERN) in Q2 2023, closing a stake of 33 shares — an estimated $72 sold.

Abound Wealth Management first reported a position in GERN in Q1 2023 and held it in 1 quarter. The position peaked at $72 in Q1 2023. 201 funds tracked by Wall St. Rank hold GERN as of Q2 2023.

Abound Wealth Management reported no remaining Geron position as of Q2 2023 after selling out during the quarter.
Abound Wealth Management sold 33 Geron shares in Q2 2023, an estimated $72.
Abound Wealth Management first reported a position in Geron in Q1 2023 and held it in 1 quarter.
Abound Wealth Management's Geron position peaked at $72 in Q1 2023.
201 funds tracked by Wall St. Rank held Geron as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.