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Axxcess Wealth Management’s Geron GERN Stock Holding History

Axxcess 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
2022
Q2 		– Sell
-44,128
Closed -$60K – 586
2022
Q1 		$60K Buy
44,128
+5,400
+14% +$6.02K ﹤0.01% 622
2021
Q4 		$47K Buy
+38,728
New +$55.5K ﹤0.01% 620

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
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
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axxcess Wealth Management's GERN Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Geron (GERN) in Q2 2022, closing a stake of 44,128 shares — an estimated $60K sold.

Axxcess Wealth Management first reported a position in GERN in Q4 2021 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 154 funds tracked by Wall St. Rank hold GERN as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Geron position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 44,128 Geron shares in Q2 2022, an estimated $60K.
  • Axxcess Wealth Management first reported a position in Geron in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Geron position peaked at $60K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Geron as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.