Monterey Private Wealth’s Geron GERN Stock Holding History

Monterey Private Wealth’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
2025 Q1	–	Sell	-17,700	Closed	-$62.7K	–	142
2024 Q4	$62.7K	Buy	+17,700	New	+$70.7K	0.02%	139

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monterey Private Wealth's GERN Position: Q1 2025 in Review

Monterey Private Wealth sold out of Geron (GERN) in Q1 2025, closing a stake of 17,700 shares — an estimated $62.7K sold.

Monterey Private Wealth first reported a position in GERN in Q4 2024 and held it in 1 quarter. The position peaked at $62.7K in Q4 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

Monterey Private Wealth reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
Monterey Private Wealth sold 17,700 Geron shares in Q1 2025, an estimated $62.7K.
Monterey Private Wealth first reported a position in Geron in Q4 2024 and held it in 1 quarter.
Monterey Private Wealth's Geron position peaked at $62.7K in Q4 2024.
270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.