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Laidlaw Wealth Management’s Geron GERN Stock Holding History

Laidlaw 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
2022
Q1 		– Sell
-11,000
Closed -$13K – 406
2021
Q4 		$13K Buy
+11,000
New +$15.8K ﹤0.01% 390
2021
Q1 		– Sell
-79,975
Closed -$127K – 271
2020
Q4 		$127K Hold
79,975
– – 0.03% 343
2020
Q3 		$139K Buy
79,975
+14,050
+21% +$26K 0.06% 199
2020
Q2 		$144K Buy
65,925
+37,500
+132% +$56.1K 0.08% 171
2020
Q1 		$34K Sell
28,425
-1,800
-6% -$2.2K 0.02% 149
2019
Q4 		$41K Buy
+30,225
New +$43.7K 0.03% 167

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laidlaw Wealth Management's GERN Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of Geron (GERN) in Q1 2022, closing a stake of 11,000 shares — an estimated $13K sold.

Laidlaw Wealth Management first reported a position in GERN in Q4 2019 and held it in 6 quarters. The position peaked at $144K in Q2 2020. 150 funds tracked by Wall St. Rank hold GERN as of Q1 2022.

  • Laidlaw Wealth Management reported no remaining Geron position as of Q1 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 11,000 Geron shares in Q1 2022, an estimated $13K.
  • Laidlaw Wealth Management first reported a position in Geron in Q4 2019 and held it in 6 quarters.
  • Laidlaw Wealth Management's Geron position peaked at $144K in Q2 2020.
  • 150 funds tracked by Wall St. Rank held Geron as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.