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Filbrandt Wealth Management’s Geron GERN Stock Holding History

Filbrandt 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
2020
Q3 		– Sell
-30,000
Closed -$65K – 232
2020
Q2 		$65K Buy
+30,000
New +$44.8K 0.05% 98

Other funds holding GERN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Filbrandt Wealth Management's GERN Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Geron (GERN) in Q3 2020, closing a stake of 30,000 shares — an estimated $65K sold.

Filbrandt Wealth Management first reported a position in GERN in Q2 2020 and held it in 1 quarter. The position peaked at $65K in Q2 2020. 152 funds tracked by Wall St. Rank hold GERN as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Geron position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 30,000 Geron shares in Q3 2020, an estimated $65K.
  • Filbrandt Wealth Management first reported a position in Geron in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Geron position peaked at $65K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Geron as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.