Founders Capital Management (Texas)’s Geron GERN Stock Holding History

Founders Capital Management (Texas)’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
2018 Q3	–	Sell	-3,000	Closed	-$10K	–	313
2018 Q2	$10K	Sell	3,000 -1,000	-25%	-$3.82K	0.01%	246
2018 Q1	$17K	Hold	4,000	–	–	0.01%	226
2017 Q4	$7K	Hold	4,000	–	–	0.01%	300
2017 Q3	$9K	Buy	4,000 +1,000	+33%	+$2.36K	0.01%	287
2017 Q2	$8K	Hold	3,000	–	–	0.01%	299
2017 Q1	$7K	Buy	+3,000	New	+$6.39K	0.01%	325

Other funds holding GERN

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Founders Capital Management (Texas)'s GERN Position: Q3 2018 in Review

Founders Capital Management (Texas) sold out of Geron (GERN) in Q3 2018, closing a stake of 3,000 shares — an estimated $10K sold.

Founders Capital Management (Texas) first reported a position in GERN in Q1 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2018. 143 funds tracked by Wall St. Rank hold GERN as of Q3 2018.

Founders Capital Management (Texas) reported no remaining Geron position as of Q3 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 3,000 Geron shares in Q3 2018, an estimated $10K.
Founders Capital Management (Texas) first reported a position in Geron in Q1 2017 and held it in 6 quarters.
Founders Capital Management (Texas)'s Geron position peaked at $17K in Q1 2018.
143 funds tracked by Wall St. Rank held Geron as of Q3 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2018, filed 5 Oct 2018.