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Kingsview Wealth Management’s Geron GERN Stock Holding History

Kingsview 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
2024
Q2 		– Sell
-10,250
Closed -$33.8K – 1068
2024
Q1 		$33.8K Buy
+10,250
New +$23K ﹤0.01% 1004

Other funds holding GERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Kingsview Wealth Management's GERN Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Geron (GERN) in Q2 2024, closing a stake of 10,250 shares — an estimated $33.8K sold.

Kingsview Wealth Management first reported a position in GERN in Q1 2024 and held it in 1 quarter. The position peaked at $33.8K in Q1 2024. 239 funds tracked by Wall St. Rank hold GERN as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Geron position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,250 Geron shares in Q2 2024, an estimated $33.8K.
  • Kingsview Wealth Management first reported a position in Geron in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Geron position peaked at $33.8K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Geron as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.