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Belpointe Asset Management’s Geron GERN Stock Holding History

Belpointe Asset 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
-70,467
Closed -$153K – 1632
2023
Q1 		$153K Sell
70,467
-24,844
-26% -$70.6K 0.01% 1070
2022
Q4 		$231K Buy
+95,311
New +$214K 0.01% 833

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Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belpointe Asset Management's GERN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Geron (GERN) in Q2 2023, closing a stake of 70,467 shares — an estimated $153K sold.

Belpointe Asset Management first reported a position in GERN in Q4 2022 and held it in 2 quarters. The position peaked at $231K in Q4 2022. 201 funds tracked by Wall St. Rank hold GERN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Geron position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 70,467 Geron shares in Q2 2023, an estimated $153K.
  • Belpointe Asset Management first reported a position in Geron in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Geron position peaked at $231K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held Geron as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.