MWM
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Mascoma Wealth Management’s Geron GERN Stock Holding History

Mascoma 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
2017
Q4 		– Sell
-4,000
Closed -$9K – 390
2017
Q3 		$9K Hold
4,000
– – 0.01% 282
2017
Q2 		$11K Hold
4,000
– – 0.01% 279
2017
Q1 		$9K Hold
4,000
– – 0.01% 267
2016
Q4 		$8K Buy
+4,000
New +$8.44K 0.01% 275

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Vanguard Group
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State Street
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return