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Annapolis Financial Services’s Geron GERN Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-100
Closed -$242 – 461
2022
Q4 		$242 Hold
100
– – ﹤0.01% 422
2022
Q3 		$0 Hold
100
– – ﹤0.01% 526
2022
Q2 		$0 Hold
100
– – ﹤0.01% 465
2022
Q1 		$0 Hold
100
– – ﹤0.01% 477
2021
Q4 		$0 Hold
100
– – ﹤0.01% 479
2021
Q3 		$0 Hold
100
– – ﹤0.01% 450
2021
Q2 		$0 Hold
100
– – ﹤0.01% 434
2021
Q1 		$0 Hold
100
– – ﹤0.01% 432
2020
Q4 		$0 Buy
+100
New +$182 ﹤0.01% 407

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Annapolis Financial Services's GERN Position: Q1 2023 in Review

Annapolis Financial Services sold out of Geron (GERN) in Q1 2023, closing a stake of 100 shares — an estimated $242 sold.

Annapolis Financial Services first reported a position in GERN in Q4 2020 and held it in 9 quarters. The position peaked at $242 in Q4 2022. 191 funds tracked by Wall St. Rank hold GERN as of Q1 2023.

  • Annapolis Financial Services reported no remaining Geron position as of Q1 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 100 Geron shares in Q1 2023, an estimated $242.
  • Annapolis Financial Services first reported a position in Geron in Q4 2020 and held it in 9 quarters.
  • Annapolis Financial Services's Geron position peaked at $242 in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Geron as of Q1 2023.

Based on Annapolis Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.