MinichMacGregor Wealth Management’s Geron GERN Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-500	Closed	-$1.21K	–	299
2022 Q4	$1.21K	Buy	+500	New	+$1.12K	﹤0.01%	618
2018 Q4	–	Sell	-500	Closed	–	–	241
2018 Q3	$0	Hold	500	–	–	﹤0.01%	539
2018 Q2	$1K	Hold	500	–	–	﹤0.01%	482
2018 Q1	$2K	Hold	500	–	–	﹤0.01%	424
2017 Q4	$0	Hold	500	–	–	﹤0.01%	500
2017 Q3	$1K	Hold	500	–	–	﹤0.01%	431
2017 Q2	$1K	Buy	+500	New	+$1.33K	﹤0.01%	426

Other funds holding GERN

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

MinichMacGregor Wealth Management's GERN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Geron (GERN) in Q1 2023, closing a stake of 500 shares — an estimated $1.21K sold.

MinichMacGregor Wealth Management first reported a position in GERN in Q2 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2018. 191 funds tracked by Wall St. Rank hold GERN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Geron position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 500 Geron shares in Q1 2023, an estimated $1.21K.
MinichMacGregor Wealth Management first reported a position in Geron in Q2 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Geron position peaked at $2K in Q1 2018.
191 funds tracked by Wall St. Rank held Geron as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.