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OneDigital Investment Advisors’s Geron GERN Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-10,000
Closed -$21.1K – 1122
2023
Q4 		$21.1K Hold
10,000
– – ﹤0.01% 1097
2023
Q3 		$21.2K Hold
10,000
– – ﹤0.01% 982
2023
Q2 		$32.1K Hold
10,000
– – ﹤0.01% 995
2023
Q1 		$21.7K Hold
10,000
– – ﹤0.01% 954
2022
Q4 		$24.2K Hold
10,000
– – ﹤0.01% 815
2022
Q3 		$23K Hold
10,000
– – ﹤0.01% 751
2022
Q2 		$16K Hold
10,000
– – ﹤0.01% 703
2022
Q1 		$14K Hold
10,000
– – ﹤0.01% 749
2021
Q4 		$12K Sell
10,000
-200
-2% -$287 ﹤0.01% 786
2021
Q3 		$14K Hold
10,200
– – ﹤0.01% 752
2021
Q2 		$14K Buy
10,200
+200
+2% +$291 ﹤0.01% 729
2021
Q1 		$16K Buy
+10,000
New +$17.9K ﹤0.01% 676

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneDigital Investment Advisors's GERN Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Geron (GERN) in Q1 2024, closing a stake of 10,000 shares — an estimated $21.1K sold.

OneDigital Investment Advisors first reported a position in GERN in Q1 2021 and held it in 12 quarters. The position peaked at $32.1K in Q2 2023. 231 funds tracked by Wall St. Rank hold GERN as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Geron position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,000 Geron shares in Q1 2024, an estimated $21.1K.
  • OneDigital Investment Advisors first reported a position in Geron in Q1 2021 and held it in 12 quarters.
  • OneDigital Investment Advisors's Geron position peaked at $32.1K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Geron as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.