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Global Wealth Strategies & Associates’s Geron GERN Stock Holding History

Global Wealth Strategies & Associates’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
-204
Closed -$722 – 489
2024
Q4 		$722 Buy
+204
New +$815 ﹤0.01% 358

Other funds holding GERN

RCM
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BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
State Street
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Wealth Strategies & Associates's GERN Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Geron (GERN) in Q1 2025, closing a stake of 204 shares — an estimated $722 sold.

Global Wealth Strategies & Associates first reported a position in GERN in Q4 2024 and held it in 1 quarter. The position peaked at $722 in Q4 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 204 Geron shares in Q1 2025, an estimated $722.
  • Global Wealth Strategies & Associates first reported a position in Geron in Q4 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Geron position peaked at $722 in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.