Fulcrum Equity Management’s Geron GERN Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-500	Closed	-$1K	–	136
2019 Q3	$1K	Buy	+500	New	+$670	﹤0.01%	225

Other funds holding GERN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Fulcrum Equity Management's GERN Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Geron (GERN) in Q4 2019, closing a stake of 500 shares — an estimated $1K sold.

Fulcrum Equity Management first reported a position in GERN in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 117 funds tracked by Wall St. Rank hold GERN as of Q4 2019.

Fulcrum Equity Management reported no remaining Geron position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 500 Geron shares in Q4 2019, an estimated $1K.
Fulcrum Equity Management first reported a position in Geron in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Geron position peaked at $1K in Q3 2019.
117 funds tracked by Wall St. Rank held Geron as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.