Optimum Investment Advisors’s Geron GERN Stock Holding History

Optimum 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
2018 Q2	–	Sell	-500	Closed	-$1K	–	1070
2018 Q1	$1K	Buy	+500	New	+$1.35K	﹤0.01%	986

Other funds holding GERN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Optimum Investment Advisors's GERN Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Geron (GERN) in Q4 2018, closing a stake of 2,000 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in GERN in Q2 2017 and held it in 4 quarters. The position peaked at $33K in Q2 2017. 138 funds tracked by Wall St. Rank hold GERN as of Q4 2018.

Optimum Investment Advisors reported no remaining Geron position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Geron shares in Q4 2018, an estimated $4K.
Optimum Investment Advisors first reported a position in Geron in Q2 2017 and held it in 4 quarters.
Optimum Investment Advisors's Geron position peaked at $33K in Q2 2017.
138 funds tracked by Wall St. Rank held Geron as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.