AWS
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Aris Wealth Services’s Geron GERN Stock Holding History

Aris Wealth 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
2015
Q3 		$1K Hold
335
– – ﹤0.01% 352
2015
Q2 		$1K Hold
335
– – ﹤0.01% 489
2015
Q1 		$1K Buy
+335
New +$1.14K ﹤0.01% 531

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Aris Wealth Services's GERN Position: Q3 2015 in Review

Aris Wealth Services held its Geron (GERN) position steady in Q3 2015 at 335 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Aris Wealth Services first reported a position in GERN in Q1 2015 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold GERN as of Q3 2015.

  • Aris Wealth Services held 335 shares of Geron worth $1K as of Q3 2015.
  • Aris Wealth Services left its Geron share count unchanged in Q3 2015.
  • Geron made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #352 holding.
  • Aris Wealth Services first reported a position in Geron in Q1 2015 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Geron as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.