Gerber Kawasaki Wealth & Investment Management’s Geron GERN Stock Holding History

Gerber Kawasaki Wealth & Investment 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	-15,000	Closed	-$19K	–	134
2019 Q3	$19K	Buy	15,000 +5,000	+50%	+$6.7K	0.01%	133
2019 Q2	$14K	Hold	10,000	–	–	﹤0.01%	118
2019 Q1	$16K	Hold	10,000	–	–	﹤0.01%	119
2018 Q4	$10K	Sell	10,000 -500	-5%	-$759	﹤0.01%	112
2018 Q3	$16K	Buy	10,500 +500	+5%	+$2.18K	﹤0.01%	121
2018 Q2	$35K	Hold	10,000	–	–	0.01%	104
2018 Q1	$42K	Buy	+10,000	New	+$27K	0.01%	115
2017 Q4	–	Sell	-10,000	Closed	-$22K	–	111
2017 Q3	$22K	Sell	10,000 -4,000	-29%	-$9.44K	0.01%	107
2017 Q2	$39K	Sell	14,000 -4,000	-22%	-$10.6K	0.01%	117
2017 Q1	$37K	Buy	18,000 +8,000	+80%	+$17.1K	0.02%	120
2016 Q4	$20K	Hold	10,000	–	–	0.01%	99
2016 Q3	$22K	Hold	10,000	–	–	0.01%	95
2016 Q2	$26K	Hold	10,000	–	–	0.02%	87
2016 Q1	$29K	Hold	10,000	–	–	0.02%	77
2015 Q4	$48K	Buy	+10,000	New	+$40.2K	0.03%	80

Other funds holding GERN

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Gerber Kawasaki Wealth & Investment Management's GERN Position: Q4 2019 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Geron (GERN) in Q4 2019, closing a stake of 15,000 shares — an estimated $19K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GERN in Q4 2015 and held it in 15 quarters. The position peaked at $48K in Q4 2015. 117 funds tracked by Wall St. Rank hold GERN as of Q4 2019.

Gerber Kawasaki Wealth & Investment Management reported no remaining Geron position as of Q4 2019 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 15,000 Geron shares in Q4 2019, an estimated $19K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Geron in Q4 2015 and held it in 15 quarters.
Gerber Kawasaki Wealth & Investment Management's Geron position peaked at $48K in Q4 2015.
117 funds tracked by Wall St. Rank held Geron as of Q4 2019.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.