Focused Wealth Management’s Geron GERN Stock Holding History

Focused 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
2024 Q1	–	Sell	-288	Closed	-$608	–	487
2023 Q4	$608	Hold	288	–	–	﹤0.01%	891
2023 Q3	$611	Hold	288	–	–	﹤0.01%	897
2023 Q2	$924	Hold	288	–	–	﹤0.01%	895
2023 Q1	$625	Hold	288	–	–	﹤0.01%	918
2022 Q4	$697	Hold	288	–	–	﹤0.01%	912
2022 Q3	$1K	Hold	288	–	–	﹤0.01%	845
2022 Q2	$0	Hold	288	–	–	﹤0.01%	978
2022 Q1	$0	Hold	288	–	–	﹤0.01%	1029
2021 Q4	$0	Hold	288	–	–	﹤0.01%	1033
2021 Q3	$0	Hold	288	–	–	﹤0.01%	1036
2021 Q2	$0	Hold	288	–	–	﹤0.01%	968
2021 Q1	$0	Hold	288	–	–	﹤0.01%	941
2020 Q4	$0	Hold	288	–	–	﹤0.01%	853
2020 Q3	$1K	Hold	288	–	–	﹤0.01%	729
2020 Q2	$1K	Hold	288	–	–	﹤0.01%	713
2020 Q1	$0	Hold	288	–	–	﹤0.01%	731
2019 Q4	$0	Hold	288	–	–	﹤0.01%	736
2019 Q3	$0	Hold	288	–	–	﹤0.01%	731
2019 Q2	$0	Hold	288	–	–	﹤0.01%	753
2019 Q1	$0	Buy	+288	New	+$394	﹤0.01%	726

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

Focused Wealth Management's GERN Position: Q1 2024 in Review

Focused Wealth Management sold out of Geron (GERN) in Q1 2024, closing a stake of 288 shares — an estimated $608 sold.

Focused Wealth Management first reported a position in GERN in Q1 2019 and held it in 20 quarters. The position peaked at $1K in Q3 2022. 231 funds tracked by Wall St. Rank hold GERN as of Q1 2024.

Focused Wealth Management reported no remaining Geron position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 288 Geron shares in Q1 2024, an estimated $608.
Focused Wealth Management first reported a position in Geron in Q1 2019 and held it in 20 quarters.
Focused Wealth Management's Geron position peaked at $1K in Q3 2022.
231 funds tracked by Wall St. Rank held Geron as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.