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Pinnacle Wealth Planning Services’s Geron GERN Stock Holding History

Pinnacle Wealth Planning Services’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
-12,324
Closed -$43.6K – 411
2024
Q4 		$43.6K Hold
12,324
– – 0.01% 385
2024
Q3 		$56K Hold
12,324
– – 0.01% 521
2024
Q2 		$52.3K Buy
+12,324
New +$48K 0.01% 502

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
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
State Street
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's GERN Position: Q1 2025 in Review

Pinnacle Wealth Planning Services sold out of Geron (GERN) in Q1 2025, closing a stake of 12,324 shares — an estimated $43.6K sold.

Pinnacle Wealth Planning Services first reported a position in GERN in Q2 2024 and held it in 3 quarters. The position peaked at $56K in Q3 2024. 270 funds tracked by Wall St. Rank hold GERN as of Q1 2025.

  • Pinnacle Wealth Planning Services reported no remaining Geron position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12,324 Geron shares in Q1 2025, an estimated $43.6K.
  • Pinnacle Wealth Planning Services first reported a position in Geron in Q2 2024 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Geron position peaked at $56K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Geron as of Q1 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2025, filed 15 May 2025.