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Gupta Wealth Management’s Geron GERN Stock Holding History

Gupta Wealth 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
2015
Q3 		– Sell
-4,000
Closed -$17K – 1285
2015
Q2 		$17K Buy
+4,000
New +$15.9K ﹤0.01% 769

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gupta Wealth Management's GERN Position: Q3 2015 in Review

Gupta Wealth Management sold out of Geron (GERN) in Q3 2015, closing a stake of 4,000 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in GERN in Q2 2015 and held it in 1 quarter. The position peaked at $17K in Q2 2015. 126 funds tracked by Wall St. Rank hold GERN as of Q3 2015.

  • Gupta Wealth Management reported no remaining Geron position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 4,000 Geron shares in Q3 2015, an estimated $17K.
  • Gupta Wealth Management first reported a position in Geron in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Geron position peaked at $17K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held Geron as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.