AssetMark Inc

AssetMark Inc’s Geron GERN Stock Holding History

AssetMark Inc’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
2026 Q1	$499	Hold	335	–	–	﹤0.01%	3182
2025 Q4	$442	Hold	335	–	–	﹤0.01%	3125
2025 Q3	$459	Hold	335	–	–	﹤0.01%	2942
2025 Q2	$472	Hold	335	–	–	﹤0.01%	2750
2025 Q1	$533	Hold	335	–	–	﹤0.01%	2406
2024 Q4	$1.19K	Hold	335	–	–	﹤0.01%	2214
2024 Q3	$1.52K	Hold	335	–	–	﹤0.01%	1929
2024 Q2	$1.42K	Hold	335	–	–	﹤0.01%	1802
2024 Q1	$1.11K	Hold	335	–	–	﹤0.01%	1661
2023 Q4	$707	Hold	335	–	–	﹤0.01%	1655
2023 Q3	$710	Hold	335	–	–	﹤0.01%	1555
2023 Q2	$1.07K	Hold	335	–	–	﹤0.01%	1463
2023 Q1	$727	Hold	335	–	–	﹤0.01%	1471
2022 Q4	$811	Hold	335	–	–	﹤0.01%	1495
2022 Q3	$1K	Hold	335	–	–	﹤0.01%	1440
2022 Q2	$1K	Hold	335	–	–	﹤0.01%	1413
2022 Q1	$0	Hold	335	–	–	﹤0.01%	1634
2021 Q4	$0	Hold	335	–	–	﹤0.01%	1561
2021 Q3	$0	Hold	335	–	–	﹤0.01%	1448
2021 Q2	$0	Hold	335	–	–	﹤0.01%	1401
2021 Q1	$1K	Hold	335	–	–	﹤0.01%	1245
2020 Q4	$1K	Hold	335	–	–	﹤0.01%	1301
2020 Q3	$1K	Hold	335	–	–	﹤0.01%	1225
2020 Q2	$1K	Hold	335	–	–	﹤0.01%	1173
2020 Q1	$0	Hold	335	–	–	﹤0.01%	1423
2019 Q4	$0	Sell	335 -80	-19%	-$116	﹤0.01%	1418
2019 Q3	$1K	Buy	415 +80	+24%	+$107	﹤0.01%	1236
2019 Q2	$0	Hold	335	–	–	﹤0.01%	1367
2019 Q1	$1K	Hold	335	–	–	﹤0.01%	1244
2018 Q4	$0	Hold	335	–	–	﹤0.01%	1481
2018 Q3	$1K	Hold	335	–	–	﹤0.01%	1336
2018 Q2	$1K	Hold	335	–	–	﹤0.01%	1337
2018 Q1	$1K	Hold	335	–	–	﹤0.01%	1333
2017 Q4	$1K	Hold	335	–	–	﹤0.01%	1608
2017 Q3	$1K	Hold	335	–	–	﹤0.01%	1354
2017 Q2	$1K	Hold	335	–	–	﹤0.01%	1295
2017 Q1	$1K	Hold	335	–	–	﹤0.01%	1199
2016 Q4	$1K	Hold	335	–	–	﹤0.01%	1190
2016 Q3	$1K	Hold	335	–	–	﹤0.01%	1167
2016 Q2	$1K	Hold	335	–	–	﹤0.01%	1122
2016 Q1	$1K	Hold	335	–	–	﹤0.01%	1109
2015 Q4	$2K	Buy	+335	New	+$1.34K	﹤0.01%	1089
2015 Q1	–	Sell	-2,000	Closed	-$7K	–	477
2014 Q4	$7K	Buy	+2,000	New	+$5.53K	﹤0.01%	449

Other funds holding GERN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return