Focus Partners Wealth
GERN icon

Focus Partners Wealth’s Geron GERN Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-20,745
Closed -$73.4K – 1957
2024
Q4 		$73.4K Buy
20,745
+465
+2% +$1.86K ﹤0.01% 1810
2024
Q3 		$92.1K Buy
+20,280
New +$92.2K ﹤0.01% 1522

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth's GERN Position: Q1 2025 in Review

Focus Partners Wealth sold out of Geron (GERN) in Q1 2025, closing a stake of 20,745 shares — an estimated $73.4K sold.

Focus Partners Wealth first reported a position in GERN in Q3 2024 and held it in 2 quarters. The position peaked at $92.1K in Q3 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

  • Focus Partners Wealth reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 20,745 Geron shares in Q1 2025, an estimated $73.4K.
  • Focus Partners Wealth first reported a position in Geron in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Geron position peaked at $92.1K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.