Douglas Lane & Associates’s Geron GERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-70,900
Closed -$150K 247
2023
Q4
$150K Hold
70,900
﹤0.01% 238
2023
Q3
$150K Sell
70,900
-5,000
-7% -$13.6K ﹤0.01% 228
2023
Q2
$244K Sell
75,900
-6,000
-7% -$17.1K ﹤0.01% 213
2023
Q1
$178K Sell
81,900
-2,000
-2% -$5.68K ﹤0.01% 222
2022
Q4
$203K Buy
+83,900
New +$188K ﹤0.01% 221

Other funds holding GERN

Douglas Lane & Associates's GERN Position: Q1 2024 in Review

Douglas Lane & Associates sold out of Geron (GERN) in Q1 2024, closing a stake of 70,900 shares — an estimated $150K sold.

Douglas Lane & Associates first reported a position in GERN in Q4 2022 and held it in 5 quarters. The position peaked at $244K in Q2 2023. 231 funds tracked by Wall St. Rank hold GERN as of Q1 2024.

  • Douglas Lane & Associates reported no remaining Geron position as of Q1 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 70,900 Geron shares in Q1 2024, an estimated $150K.
  • Douglas Lane & Associates first reported a position in Geron in Q4 2022 and held it in 5 quarters.
  • Douglas Lane & Associates's Geron position peaked at $244K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Geron as of Q1 2024.

Based on Douglas Lane & Associates's 13F filing for Q1 2024, filed 11 Apr 2024.