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Clarus Wealth Advisors’s Geron GERN Stock Holding History

Clarus Wealth Advisors’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
2020
Q1 		– Sell
-19,000
Closed -$26K – 125
2019
Q4 		$26K Hold
19,000
– – 0.02% 140
2019
Q3 		$25K Hold
19,000
– – 0.02% 142
2019
Q2 		$27K Hold
19,000
– – 0.02% 333
2019
Q1 		$32K Hold
19,000
– – 0.02% 352
2018
Q4 		$19K Hold
19,000
– – 0.03% 410
2018
Q3 		$33K Buy
19,000
+4,000
+27% +$17.4K 0.02% 354
2018
Q2 		$64K Hold
15,000
– – 0.05% 247
2018
Q1 		$64K Hold
15,000
– – 0.06% 123
2017
Q4 		$27K Buy
+15,000
New +$30.3K 0.03% 124

Other funds holding GERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clarus Wealth Advisors's GERN Position: Q1 2020 in Review

Clarus Wealth Advisors sold out of Geron (GERN) in Q1 2020, closing a stake of 19,000 shares — an estimated $26K sold.

Clarus Wealth Advisors first reported a position in GERN in Q4 2017 and held it in 9 quarters. The position peaked at $64K in Q2 2018. 116 funds tracked by Wall St. Rank hold GERN as of Q1 2020.

  • Clarus Wealth Advisors reported no remaining Geron position as of Q1 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 19,000 Geron shares in Q1 2020, an estimated $26K.
  • Clarus Wealth Advisors first reported a position in Geron in Q4 2017 and held it in 9 quarters.
  • Clarus Wealth Advisors's Geron position peaked at $64K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held Geron as of Q1 2020.

Based on Clarus Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.