Financial Architects (New Jersey)’s Geron GERN Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-450	Closed	-$1K	–	1056
2019 Q2	$1K	Sell	450 -1,500	-77%	-$2.48K	﹤0.01%	1134
2019 Q1	$3K	Hold	1,950	–	–	﹤0.01%	1285
2018 Q4	$2K	Sell	1,950 -300	-13%	-$456	﹤0.01%	1225
2018 Q3	$4K	Buy	2,250 +450	+25%	+$1.96K	﹤0.01%	1251
2018 Q2	$6K	Sell	1,800 -250	-12%	-$954	﹤0.01%	1089
2018 Q1	$9K	Hold	2,050	–	–	﹤0.01%	1110
2017 Q4	$4K	Hold	2,050	–	–	﹤0.01%	1330
2017 Q3	$4K	Hold	2,050	–	–	﹤0.01%	1307
2017 Q2	$6K	Buy	2,050 +1,350	+193%	+$3.59K	﹤0.01%	1238
2017 Q1	$2K	Hold	700	–	–	﹤0.01%	1434
2016 Q4	$1K	Hold	700	–	–	﹤0.01%	1346
2016 Q3	$2K	Hold	700	–	–	﹤0.01%	1317
2016 Q2	$2K	Buy	+700	New	+$2.04K	﹤0.01%	1299
2015 Q3	–	Sell	-2,000	Closed	-$9K	–	483
2015 Q2	$9K	Buy	+2,000	New	+$7.93K	﹤0.01%	820

Other funds holding GERN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Architects (New Jersey)'s GERN Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Geron (GERN) in Q3 2019, closing a stake of 450 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in GERN in Q2 2015 and held it in 14 quarters. The position peaked at $9K in Q1 2018. 119 funds tracked by Wall St. Rank hold GERN as of Q3 2019.

Financial Architects (New Jersey) reported no remaining Geron position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 450 Geron shares in Q3 2019, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Geron in Q2 2015 and held it in 14 quarters.
Financial Architects (New Jersey)'s Geron position peaked at $9K in Q1 2018.
119 funds tracked by Wall St. Rank held Geron as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.