GeoWealth Management’s Geron GERN Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-96	Closed	-$340	–	1348
2024 Q4	$340	Sell	96 -5	-5%	-$20	﹤0.01%	1740
2024 Q3	$459	Buy	+101	New	+$459	﹤0.01%	1636

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

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

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

GeoWealth Management's GERN Position: Q1 2025 in Review

GeoWealth Management sold out of Geron (GERN) in Q1 2025, closing a stake of 96 shares — an estimated $340 sold.

GeoWealth Management first reported a position in GERN in Q3 2024 and held it in 2 quarters. The position peaked at $459 in Q3 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

GeoWealth Management reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 96 Geron shares in Q1 2025, an estimated $340.
GeoWealth Management first reported a position in Geron in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Geron position peaked at $459 in Q3 2024.
270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.